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
1251
$38.9M ﹤0.01%
+2,038,930
1252
$38.4M ﹤0.01%
1,531,770
-192,707
1253
$38.4M ﹤0.01%
1,075,806
-127,138
1254
$38.2M ﹤0.01%
156,201
-10,745
1255
$38.2M ﹤0.01%
192,098
+34,137
1256
$38.1M ﹤0.01%
3,644,975
-279,034
1257
$38M ﹤0.01%
1,146,344
-201,867
1258
$37.8M ﹤0.01%
2,463,352
-96,254
1259
$37.8M ﹤0.01%
1,286,381
+260,291
1260
$37.8M ﹤0.01%
1,076,170
+13,986
1261
$37.8M ﹤0.01%
212,307
-92,958
1262
$37.6M ﹤0.01%
657,607
-380,249
1263
$37.5M ﹤0.01%
1,147,582
+488,040
1264
$37.5M ﹤0.01%
330,596
-48,618
1265
$37.4M ﹤0.01%
1,747,443
-126,069
1266
$37.3M ﹤0.01%
397,590
+2,527
1267
$37.3M ﹤0.01%
245,336
-224,152
1268
$37.2M ﹤0.01%
301,038
+39,788
1269
$37.1M ﹤0.01%
419,424
-11,780
1270
$37M ﹤0.01%
2,357,255
-229,835
1271
$37M ﹤0.01%
682,233
+163,246
1272
$36.9M ﹤0.01%
588,096
-148,389
1273
$36.9M ﹤0.01%
496,893
-199,836
1274
$36.9M ﹤0.01%
1,710,569
+187,447
1275
$36.9M ﹤0.01%
472,690
-45,940