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
1426
$28.2M ﹤0.01%
1,095,112
+113,420
1427
$28.2M ﹤0.01%
385,195
+76,334
1428
$28.1M ﹤0.01%
432,177
+44,800
1429
$28M ﹤0.01%
118,353
+10,149
1430
$28M ﹤0.01%
784,774
+232,933
1431
$27.9M ﹤0.01%
297,843
-138,375
1432
$27.9M ﹤0.01%
905,613
-66,533
1433
$27.9M ﹤0.01%
508,913
+89,595
1434
$27.9M ﹤0.01%
1,060,417
+303,261
1435
$27.8M ﹤0.01%
307,020
-211,889
1436
$27.8M ﹤0.01%
1,749,904
+104,526
1437
$27.8M ﹤0.01%
755,609
+112,333
1438
$27.7M ﹤0.01%
234,282
+144,516
1439
$27.7M ﹤0.01%
167,729
+16,298
1440
$27.6M ﹤0.01%
3,438,232
-947,462
1441
$27.6M ﹤0.01%
307,614
-140,185
1442
$27.5M ﹤0.01%
1,065,224
-3,635,650
1443
$27.5M ﹤0.01%
311,542
-26,757
1444
$27.5M ﹤0.01%
582,196
-9,534
1445
$27.5M ﹤0.01%
2,419,505
-810,536
1446
$27.4M ﹤0.01%
761,176
+33,274
1447
$27.4M ﹤0.01%
637,419
-158,597
1448
$27.4M ﹤0.01%
1,097,760
-581,551
1449
$27.4M ﹤0.01%
539,812
+14,411
1450
$27.2M ﹤0.01%
266,270
-120,357