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
1476
$26.1M ﹤0.01%
330,698
+27,325
1477
$26.1M ﹤0.01%
+3,106,225
1478
$26M ﹤0.01%
699,005
-34,393
1479
$26M ﹤0.01%
368,669
+94,305
1480
$25.8M ﹤0.01%
3,963,401
+246,133
1481
$25.8M ﹤0.01%
596,282
+79,924
1482
$25.7M ﹤0.01%
474,354
+322,898
1483
$25.7M ﹤0.01%
270,687
+61,069
1484
$25.7M ﹤0.01%
49,863
-5,940
1485
$25.6M ﹤0.01%
750,966
-129,219
1486
$25.6M ﹤0.01%
5,705,321
-2,058
1487
$25.5M ﹤0.01%
1,811,223
-506,987
1488
$25.5M ﹤0.01%
3,855,174
-2,856,684
1489
$25.5M ﹤0.01%
1,624,874
+190,400
1490
$25.4M ﹤0.01%
630,855
+186,814
1491
$25.2M ﹤0.01%
1,136,724
+817,627
1492
$25.1M ﹤0.01%
1,702,085
-194,632
1493
$25M ﹤0.01%
1,959,407
+74,857
1494
$25M ﹤0.01%
65,678
-143,434
1495
$25M ﹤0.01%
225,919
-66,818
1496
$25M ﹤0.01%
808,558
+54,760
1497
$25M ﹤0.01%
401,257
+89,749
1498
$24.9M ﹤0.01%
805,108
-221,553
1499
$24.8M ﹤0.01%
1,276,748
+432,142
1500
$24.8M ﹤0.01%
328,398
-60,598