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
1376
$30.3M ﹤0.01%
363,572
+154,244
1377
$30.3M ﹤0.01%
283,452
-3,068
1378
$30.3M ﹤0.01%
1,353,328
+93,869
1379
$30.3M ﹤0.01%
2,922,739
-228,554
1380
$30.3M ﹤0.01%
1,329,599
+562,761
1381
$30.2M ﹤0.01%
1,267,611
+1,138,335
1382
$30.2M ﹤0.01%
985,737
-373,675
1383
$30.1M ﹤0.01%
375,268
-193,605
1384
$30.1M ﹤0.01%
163,824
-11,302
1385
$30M ﹤0.01%
395,377
-15,834
1386
$30M ﹤0.01%
494,223
+53,657
1387
$29.9M ﹤0.01%
403,663
+164,021
1388
$29.9M ﹤0.01%
320,915
+35
1389
$29.9M ﹤0.01%
820,318
-262,199
1390
$29.8M ﹤0.01%
415,780
+13,159
1391
$29.7M ﹤0.01%
16,127,006
+1,763,134
1392
$29.6M ﹤0.01%
528,226
-104,616
1393
$29.5M ﹤0.01%
449,630
+395,964
1394
$29.4M ﹤0.01%
609,722
+120,128
1395
$29.4M ﹤0.01%
108,500
+4,105
1396
$29.3M ﹤0.01%
600,938
+26,764
1397
$29.3M ﹤0.01%
1,221,470
-176,644
1398
$29.2M ﹤0.01%
381,072
-188,749
1399
$29.1M ﹤0.01%
750,294
+716,700
1400
$29.1M ﹤0.01%
547,834
+30,104