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
1401
$29.1M ﹤0.01%
491,335
-1,132,029
1402
$29.1M ﹤0.01%
377,586
-41,044
1403
$29.1M ﹤0.01%
273,563
-40,377
1404
$29M ﹤0.01%
190,585
-4,496
1405
$29M ﹤0.01%
227,351
+27,117
1406
$29M ﹤0.01%
141,383
-18,442
1407
$29M ﹤0.01%
736,673
-107,938
1408
$29M ﹤0.01%
1,519,478
+8,647
1409
$28.9M ﹤0.01%
1,245,410
+854,122
1410
$28.9M ﹤0.01%
447,092
+10,707
1411
$28.9M ﹤0.01%
75,001
+258
1412
$28.9M ﹤0.01%
1,304,933
-144,625
1413
$28.8M ﹤0.01%
313,780
-38,376
1414
$28.8M ﹤0.01%
387,211
-36,045
1415
$28.8M ﹤0.01%
117,754
-3,832
1416
$28.5M ﹤0.01%
135,692
-13,904
1417
$28.5M ﹤0.01%
697,510
+257,344
1418
$28.5M ﹤0.01%
732,579
+499,122
1419
$28.5M ﹤0.01%
182,113
-1,675
1420
$28.5M ﹤0.01%
1,620,198
+1,602,917
1421
$28.4M ﹤0.01%
346,341
-226,433
1422
$28.4M ﹤0.01%
2,286,482
-16,407
1423
$28.3M ﹤0.01%
594,091
-36,888
1424
$28.3M ﹤0.01%
150,229
+52,954
1425
$28.2M ﹤0.01%
1,882,956
+143,989