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
1326
$26.1M ﹤0.01%
55,140
+15,063
1327
$26.1M ﹤0.01%
251,644
-12,331
1328
$26M ﹤0.01%
1,210,361
+309,801
1329
$26M ﹤0.01%
645,987
+35,796
1330
$25.9M ﹤0.01%
322,101
-210,094
1331
$25.9M ﹤0.01%
1,974,967
-1,007,618
1332
$25.9M ﹤0.01%
676,804
-46,694
1333
$25.9M ﹤0.01%
1,201,191
+322,967
1334
$25.8M ﹤0.01%
1,087,035
-662,260
1335
$25.8M ﹤0.01%
1,054,305
+72,360
1336
$25.8M ﹤0.01%
257,657
-911
1337
$25.8M ﹤0.01%
638,762
+213,390
1338
$25.7M ﹤0.01%
499,300
1339
$25.6M ﹤0.01%
1,305,425
+12,977
1340
$25.5M ﹤0.01%
1,118,834
+241,536
1341
$25.5M ﹤0.01%
350,216
-1,049,215
1342
$25.4M ﹤0.01%
599,483
+21,171
1343
$25.3M ﹤0.01%
1,471,847
+64,582
1344
$25.3M ﹤0.01%
257,097
+129,318
1345
$25.2M ﹤0.01%
487,925
+59,978
1346
$25.2M ﹤0.01%
1,221,051
+234,233
1347
$25.2M ﹤0.01%
402,222
-7,199
1348
$25.1M ﹤0.01%
188,161
-8,737
1349
$25.1M ﹤0.01%
396,602
+159,644
1350
$25M ﹤0.01%
912,911
+72,462