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
1676
$18.3M ﹤0.01%
498,115
-81,520
1677
$18.2M ﹤0.01%
477,465
+21,776
1678
$18.2M ﹤0.01%
366,633
-36,112
1679
$18.2M ﹤0.01%
263,722
-124,441
1680
$18.1M ﹤0.01%
179,797
+21,817
1681
$18.1M ﹤0.01%
524,581
+6,816
1682
$18.1M ﹤0.01%
167,428
-11,440
1683
$18.1M ﹤0.01%
88,346
+17,191
1684
$18.1M ﹤0.01%
165,182
+73,015
1685
$18M ﹤0.01%
534,512
+34,547
1686
$18M ﹤0.01%
412,713
+161,934
1687
$17.9M ﹤0.01%
1,103,813
-4,836,629
1688
$17.9M ﹤0.01%
1,412,939
-2,833,710
1689
$17.9M ﹤0.01%
484,803
+124,272
1690
$17.9M ﹤0.01%
67,520
-14,019
1691
$17.9M ﹤0.01%
329,653
+179,792
1692
$17.9M ﹤0.01%
1,306,048
-240,654
1693
$17.8M ﹤0.01%
2,929,401
+347,880
1694
$17.8M ﹤0.01%
329,069
-63,681
1695
$17.7M ﹤0.01%
146,896
-27,618
1696
$17.7M ﹤0.01%
223,357
+4,413
1697
$17.6M ﹤0.01%
540,091
+69,564
1698
$17.6M ﹤0.01%
205,623
-30,606
1699
$17.6M ﹤0.01%
823,767
+7,206
1700
$17.6M ﹤0.01%
447,659
+423,371