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
1526
$23.4M ﹤0.01%
429,492
-242,446
1527
$23.4M ﹤0.01%
369,410
+234,654
1528
$23.4M ﹤0.01%
375,113
-15,271
1529
$23.4M ﹤0.01%
773,180
+556,792
1530
$23.3M ﹤0.01%
1,926,273
-2,906
1531
$23.3M ﹤0.01%
286,138
+17,732
1532
$23.3M ﹤0.01%
779,606
-319,470
1533
$23.3M ﹤0.01%
618,284
+278,857
1534
$23.3M ﹤0.01%
2,172,999
+1,263,077
1535
$23.2M ﹤0.01%
1,621,688
-176,241
1536
$23.2M ﹤0.01%
612,304
-264,176
1537
$23.2M ﹤0.01%
325,878
-83,932
1538
$23.2M ﹤0.01%
464,309
-14,358
1539
$23M ﹤0.01%
1,226,537
-193,438
1540
$23M ﹤0.01%
877,188
+242,918
1541
$23M ﹤0.01%
1,676,825
-253,137
1542
$23M ﹤0.01%
963,243
+412,305
1543
$23M ﹤0.01%
186,841
-12,342
1544
$22.9M ﹤0.01%
2,103,479
-81,534
1545
$22.8M ﹤0.01%
380,800
-39,041
1546
$22.8M ﹤0.01%
556,460
-194,669
1547
$22.8M ﹤0.01%
526,185
+138,462
1548
$22.8M ﹤0.01%
1,088,811
-671,874
1549
$22.7M ﹤0.01%
1,140,473
+1,079,839
1550
$22.7M ﹤0.01%
120,557
+15,558