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
1451
$21.3M ﹤0.01%
522,395
-373,435
1452
$21.3M ﹤0.01%
709,926
+331,283
1453
$21.3M ﹤0.01%
637,758
-332,103
1454
$21.2M ﹤0.01%
309,924
+72,934
1455
$21.2M ﹤0.01%
509,598
-15,447
1456
$21.1M ﹤0.01%
+1,170,999
1457
$21M ﹤0.01%
394,083
-353,308
1458
$21M ﹤0.01%
1,453,728
+489,108
1459
$20.9M ﹤0.01%
797,335
+619,311
1460
$20.9M ﹤0.01%
425,401
-41,870
1461
$20.9M ﹤0.01%
646,955
-4,115
1462
$20.9M ﹤0.01%
37,035
+6,296
1463
$20.8M ﹤0.01%
767,204
+136,582
1464
$20.7M ﹤0.01%
149,535
+348
1465
$20.7M ﹤0.01%
253,099
+56,782
1466
$20.6M ﹤0.01%
490,000
-10,000
1467
$20.5M ﹤0.01%
2,485,779
+469,673
1468
$20.5M ﹤0.01%
375,304
+35,454
1469
$20.4M ﹤0.01%
2,076,654
-826,694
1470
$20.4M ﹤0.01%
74,609
+11,293
1471
$20.3M ﹤0.01%
470,425
+108,262
1472
$20.3M ﹤0.01%
2,820,862
+1,146,278
1473
$20.2M ﹤0.01%
461,543
+13,432
1474
$20.2M ﹤0.01%
623,624
+4,760
1475
$20.2M ﹤0.01%
127,352
-417