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
1726
$16.7M ﹤0.01%
130,917
-33,908
1727
$16.7M ﹤0.01%
255,980
+14,447
1728
$16.6M ﹤0.01%
218,537
+64,149
1729
$16.6M ﹤0.01%
420,638
-34,096
1730
$16.6M ﹤0.01%
307,759
-14,888
1731
$16.5M ﹤0.01%
1,201,084
-69,340
1732
$16.5M ﹤0.01%
240,171
+107,887
1733
$16.4M ﹤0.01%
504,022
-85,795
1734
$16.4M ﹤0.01%
76,260
-12,453
1735
$16.4M ﹤0.01%
606,595
+101,421
1736
$16.4M ﹤0.01%
422,367
+333,983
1737
$16.4M ﹤0.01%
364,001
-199,937
1738
$16.3M ﹤0.01%
912,315
+548,071
1739
$16.3M ﹤0.01%
575,129
+15,746
1740
$16.3M ﹤0.01%
1,089,471
+80,319
1741
$16.2M ﹤0.01%
1,166,844
+93,614
1742
$16.2M ﹤0.01%
690,065
+224,579
1743
$16.1M ﹤0.01%
440,253
+324,993
1744
$16.1M ﹤0.01%
344,958
-1,069
1745
$16.1M ﹤0.01%
855,249
-379,249
1746
$16.1M ﹤0.01%
726,065
+37,624
1747
$16.1M ﹤0.01%
58,976
+20,765
1748
$16.1M ﹤0.01%
1,190,270
+329,585
1749
$16M ﹤0.01%
135,419
-18,642
1750
$16M ﹤0.01%
196,345
+10,618