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
1351
$32M ﹤0.01%
141,735
+38,880
1352
$32M ﹤0.01%
699,151
+10,720
1353
$32M ﹤0.01%
562,505
-47,358
1354
$31.8M ﹤0.01%
1,699,726
-544,408
1355
$31.8M ﹤0.01%
460,096
-10,662
1356
$31.7M ﹤0.01%
302,618
-16,207
1357
$31.5M ﹤0.01%
622,889
+395,158
1358
$31.4M ﹤0.01%
159,399
-2,984
1359
$31.2M ﹤0.01%
1,223,527
-614,869
1360
$31.2M ﹤0.01%
277,083
-28,085
1361
$31.1M ﹤0.01%
544,991
-44,446
1362
$31.1M ﹤0.01%
334,902
-210,694
1363
$31M ﹤0.01%
270,170
+38,235
1364
$30.9M ﹤0.01%
253,363
-35,186
1365
$30.9M ﹤0.01%
531,519
-1,679,569
1366
$30.9M ﹤0.01%
1,119,911
-216,529
1367
$30.9M ﹤0.01%
755,196
+121,102
1368
$30.8M ﹤0.01%
603,635
-20,334
1369
$30.8M ﹤0.01%
627,381
-389,462
1370
$30.6M ﹤0.01%
516,366
-469,128
1371
$30.5M ﹤0.01%
399,031
-44,524
1372
$30.5M ﹤0.01%
340,593
+359
1373
$30.4M ﹤0.01%
19,311
-7,863
1374
$30.4M ﹤0.01%
962,925
-4,664,732
1375
$30.4M ﹤0.01%
649,984
-164,195