JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16T
AUM Growth
+$35.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,729
New
Increased
Reduced
Closed

Top Buys

1 +$5.25B
2 +$2.24B
3 +$2.17B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.64B
5
AVGO icon
Broadcom
AVGO
+$1.54B

Top Sells

1 +$2.4B
2 +$2.19B
3 +$1.63B
4
ADBE icon
Adobe
ADBE
+$1.62B
5
CRM icon
Salesforce
CRM
+$1.48B

Sector Composition

1 Technology 25.26%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4.17B 0.34%
25,258,597
-772,773
52
$4.16B 0.34%
71,389,775
+2,293,491
53
$4.15B 0.34%
1,047,718
+81,835
54
$4.09B 0.34%
19,148,313
+2,628,594
55
$3.97B 0.33%
8,922,099
+2,189,792
56
$3.95B 0.32%
35,883,856
-798,800
57
$3.94B 0.32%
1,330,924
+84,285
58
$3.92B 0.32%
14,945,223
+4,082,009
59
$3.92B 0.32%
59,842,087
+6,688,227
60
$3.84B 0.31%
34,186,484
-2,070,060
61
$3.82B 0.31%
11,220,227
+2,568,824
62
$3.79B 0.31%
78,332,514
+3,306,723
63
$3.78B 0.31%
16,339,945
+229,722
64
$3.78B 0.31%
60,339,057
+67,608
65
$3.75B 0.31%
74,744,128
-2,267,569
66
$3.68B 0.3%
46,031,541
-16,616,822
67
$3.59B 0.29%
28,486,257
-2,438,264
68
$3.58B 0.29%
8,150,700
+525,671
69
$3.52B 0.29%
5,916,966
+415,289
70
$3.48B 0.29%
28,086,978
+1,426,061
71
$3.44B 0.28%
20,856,268
-718,400
72
$3.38B 0.28%
86,410,113
-10,986,808
73
$3.32B 0.27%
12,929,840
-5,754,866
74
$3.25B 0.27%
23,743,980
-2,192,292
75
$3.24B 0.27%
43,992,195
+3,157,363