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
1051
$61.8M 0.01%
1,509,995
-25,240
1052
$61.3M 0.01%
1,846,354
+643,541
1053
$61.3M 0.01%
573,095
+19,688
1054
$61.3M 0.01%
4,283,784
-1,212,945
1055
$61M 0.01%
647,275
-20,489
1056
$60.7M 0.01%
499,848
+38,325
1057
$60.5M 0.01%
3,212,959
-116,067
1058
$60.3M ﹤0.01%
567,845
+64,181
1059
$60.2M ﹤0.01%
1,111,943
+423,839
1060
$60.2M ﹤0.01%
2,315,705
-322,358
1061
$60.1M ﹤0.01%
1,329,582
+42,637
1062
$60M ﹤0.01%
756,492
-31,036
1063
$59.6M ﹤0.01%
1,133,515
-841,708
1064
$59.5M ﹤0.01%
743,023
+74,884
1065
$59.2M ﹤0.01%
607,660
-71,901
1066
$59.2M ﹤0.01%
843,069
+186,019
1067
$59.1M ﹤0.01%
671,190
-147,434
1068
$59.1M ﹤0.01%
866,776
-4,343
1069
$58.7M ﹤0.01%
550,533
-31,121
1070
$58.7M ﹤0.01%
1,191,577
+205,764
1071
$58.7M ﹤0.01%
1,609,129
-434,183
1072
$58.1M ﹤0.01%
556,162
+193,664
1073
$57.9M ﹤0.01%
983,650
+315,156
1074
$57.8M ﹤0.01%
623,098
+5,807
1075
$57.8M ﹤0.01%
1,530,735
-12,125