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
1601
$21M ﹤0.01%
447,127
-6,288
1602
$21M ﹤0.01%
103,504
+2,940
1603
$21M ﹤0.01%
66,819
-17,754
1604
$21M ﹤0.01%
505,870
+77,922
1605
$20.9M ﹤0.01%
122,019
-3,943
1606
$20.9M ﹤0.01%
588,481
-62,276
1607
$20.9M ﹤0.01%
1,506,566
-97,183
1608
$20.8M ﹤0.01%
71,931
-218,476
1609
$20.8M ﹤0.01%
496,056
+66,122
1610
$20.8M ﹤0.01%
680,933
+63,547
1611
$20.8M ﹤0.01%
909,077
-158,179
1612
$20.8M ﹤0.01%
165,929
+17,827
1613
$20.6M ﹤0.01%
774,418
-339,113
1614
$20.6M ﹤0.01%
1,200,191
+28,218
1615
$20.5M ﹤0.01%
503,954
-254,118
1616
$20.5M ﹤0.01%
151,982
+36,660
1617
$20.5M ﹤0.01%
128,828
+46,080
1618
$20.4M ﹤0.01%
2,345,058
+683,242
1619
$20.3M ﹤0.01%
357,603
+73,075
1620
$20.3M ﹤0.01%
271,301
+22,725
1621
$20.3M ﹤0.01%
501,124
-135,392
1622
$20.2M ﹤0.01%
396,408
-8,090
1623
$20.2M ﹤0.01%
463,967
+122,531
1624
$20.2M ﹤0.01%
458,458
-46,933
1625
$20.2M ﹤0.01%
817,525
-71,452