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
1301
$35.2M ﹤0.01%
297,795
-208,782
1302
$35.1M ﹤0.01%
468,710
-718,280
1303
$35.1M ﹤0.01%
176,989
+25,894
1304
$35M ﹤0.01%
3,201,632
-316,910
1305
$34.9M ﹤0.01%
1,014,895
-109,818
1306
$34.9M ﹤0.01%
264,057
+23,421
1307
$34.8M ﹤0.01%
717,870
-31,049
1308
$34.8M ﹤0.01%
808,567
-34,453
1309
$34.8M ﹤0.01%
622,235
-39,177
1310
$34.6M ﹤0.01%
345,984
-5,874
1311
$34.6M ﹤0.01%
290,390
+53,026
1312
$34.4M ﹤0.01%
1,068,746
+240,875
1313
$34.3M ﹤0.01%
613,971
-36,335
1314
$34.2M ﹤0.01%
879,319
+220,953
1315
$34.1M ﹤0.01%
260,602
-41,969
1316
$34.1M ﹤0.01%
1,135,805
-152,211
1317
$34M ﹤0.01%
1,051,385
+864,988
1318
$34M ﹤0.01%
279,993
+19,968
1319
$33.9M ﹤0.01%
1,808,488
+57,775
1320
$33.8M ﹤0.01%
317,814
-87,017
1321
$33.8M ﹤0.01%
347,296
-19,072
1322
$33.7M ﹤0.01%
2,979,752
-183,649
1323
$33.6M ﹤0.01%
667,805
+28,391
1324
$33.6M ﹤0.01%
1,212,988
+323,596
1325
$33.5M ﹤0.01%
4,057,263
+904,177