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
1351
$25M ﹤0.01%
481,866
+94,490
1352
$25M ﹤0.01%
733,241
-37,048
1353
$25M ﹤0.01%
417,833
+41,595
1354
$25M ﹤0.01%
243,750
-5,345
1355
$24.9M ﹤0.01%
545,536
+20,717
1356
$24.9M ﹤0.01%
2,222,163
-326,371
1357
$24.9M ﹤0.01%
593,614
+88,590
1358
$24.9M ﹤0.01%
495,704
+478
1359
$24.8M ﹤0.01%
377,257
+27,296
1360
$24.8M ﹤0.01%
776,810
+532,763
1361
$24.8M ﹤0.01%
815,561
+17,316
1362
$24.8M ﹤0.01%
4,852,269
-380,734
1363
$24.7M ﹤0.01%
528,997
-4,583
1364
$24.7M ﹤0.01%
1,134,218
-1,685,369
1365
$24.7M ﹤0.01%
1,896,281
-119,723
1366
$24.6M ﹤0.01%
408,652
+145,432
1367
$24.6M ﹤0.01%
499,171
+187,969
1368
$24.5M ﹤0.01%
555,662
-57,409
1369
$24.4M ﹤0.01%
600,164
-28,861
1370
$24.3M ﹤0.01%
839,585
-103,474
1371
$24.3M ﹤0.01%
743,335
+162,265
1372
$24.1M ﹤0.01%
1,425,942
+660,492
1373
$24.1M ﹤0.01%
508,668
-22,106
1374
$24.1M ﹤0.01%
265,396
+250,950
1375
$24.1M ﹤0.01%
284,861
+16,566