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
1626
$20.2M ﹤0.01%
495,670
-115,701
1627
$20.2M ﹤0.01%
657,376
+161,906
1628
$20.1M ﹤0.01%
497,446
-51,336
1629
$20.1M ﹤0.01%
417,771
+33,568
1630
$20M ﹤0.01%
1,752,455
+457,839
1631
$19.9M ﹤0.01%
168,012
-50,433
1632
$19.9M ﹤0.01%
520,335
-32,929
1633
$19.8M ﹤0.01%
454,936
-43,989
1634
$19.8M ﹤0.01%
70,500
-123,057
1635
$19.8M ﹤0.01%
272,354
-87,816
1636
$19.7M ﹤0.01%
396,929
-66,822
1637
$19.7M ﹤0.01%
481,480
-411,994
1638
$19.6M ﹤0.01%
1,477,066
+276,721
1639
$19.5M ﹤0.01%
1,029,765
-433,724
1640
$19.4M ﹤0.01%
201,266
+136,223
1641
$19.4M ﹤0.01%
395,704
-150,479
1642
$19.4M ﹤0.01%
259,221
+132,331
1643
$19.4M ﹤0.01%
839,885
-284,820
1644
$19.3M ﹤0.01%
247,167
-3,872
1645
$19.3M ﹤0.01%
166,201
+42,006
1646
$19.2M ﹤0.01%
430,000
-20,000
1647
$19.2M ﹤0.01%
177,200
-53,510
1648
$19.2M ﹤0.01%
352,437
-216,236
1649
$19.2M ﹤0.01%
1,282,624
-132,882
1650
$19.1M ﹤0.01%
114,266
+1,434