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
$773B
AUM Growth
-$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,341
New
Increased
Reduced
Closed

Top Buys

1 +$2.22B
2 +$2.05B
3 +$1.78B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.63B
5
XOM icon
Exxon Mobil
XOM
+$1.6B

Top Sells

1 +$3.92B
2 +$1.35B
3 +$1.22B
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.13B
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.03B

Sector Composition

1 Technology 17.24%
2 Healthcare 11.68%
3 Financials 11.59%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$77.6M 0.01%
650,124
-908,779
877
$76.9M 0.01%
2,168,096
+885,766
878
$76.7M 0.01%
2,525,040
-328,010
879
$76.3M 0.01%
759,048
-1,450,837
880
$76.2M 0.01%
1,651,586
+338,771
881
$76.2M 0.01%
674,802
+64,370
882
$76.2M 0.01%
5,449,621
+394,868
883
$76.1M 0.01%
1,736,752
-27,205
884
$76.1M 0.01%
327,596
+30,911
885
$75.8M 0.01%
2,312,540
+231,212
886
$75.6M 0.01%
1,249,058
+196,062
887
$75.2M 0.01%
3,851,498
-1,564,537
888
$75.1M 0.01%
300,139
-1,292,225
889
$74.8M 0.01%
857,460
-62,144
890
$74.8M 0.01%
2,161,813
+2,108
891
$74.7M 0.01%
114,634
+57,519
892
$74.5M 0.01%
3,545,266
+1,467,078
893
$74.2M 0.01%
2,172,051
+2,172,029
894
$74.1M 0.01%
+5,856,568
895
$74.1M 0.01%
948,239
+113,286
896
$73.4M 0.01%
913,694
-172,955
897
$73.4M 0.01%
721,234
-251,745
898
$73.3M 0.01%
246,314
+93,132
899
$73.2M 0.01%
156,859
+20,341
900
$72.8M 0.01%
5,173,451
+373,082