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
1326
$33.4M ﹤0.01%
652,519
+43,269
1327
$33.3M ﹤0.01%
1,440,091
-471,400
1328
$33.2M ﹤0.01%
335,474
-24,823
1329
$33.1M ﹤0.01%
721,482
+10,479
1330
$33.1M ﹤0.01%
723,372
+206,374
1331
$33M ﹤0.01%
2,910,539
-940,298
1332
$33M ﹤0.01%
1,165,213
+401,881
1333
$32.9M ﹤0.01%
742,518
+708,623
1334
$32.9M ﹤0.01%
166,476
-33,123
1335
$32.8M ﹤0.01%
693,021
-1,210,066
1336
$32.8M ﹤0.01%
3,410,411
+363,701
1337
$32.8M ﹤0.01%
166,284
+5,433
1338
$32.7M ﹤0.01%
976,680
+416,246
1339
$32.7M ﹤0.01%
2,324,397
+5,763
1340
$32.6M ﹤0.01%
1,012,598
+268,563
1341
$32.5M ﹤0.01%
228,844
-237,791
1342
$32.4M ﹤0.01%
866,178
-143,651
1343
$32.4M ﹤0.01%
214,793
+105,052
1344
$32.3M ﹤0.01%
238,335
+143
1345
$32.2M ﹤0.01%
608,945
+571,425
1346
$32.2M ﹤0.01%
220,630
-11,560
1347
$32.2M ﹤0.01%
1,452,386
+1,436,771
1348
$32.1M ﹤0.01%
636,616
-195,486
1349
$32.1M ﹤0.01%
1,859,963
-124,860
1350
$32M ﹤0.01%
618,810
-25,772