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
1751
$16M ﹤0.01%
522,199
-29,194
1752
$16M ﹤0.01%
237,599
+157,143
1753
$16M ﹤0.01%
406,085
-604,537
1754
$15.9M ﹤0.01%
296,314
-10,218
1755
$15.8M ﹤0.01%
106,161
+3,235
1756
$15.8M ﹤0.01%
1,184,739
-213,726
1757
$15.8M ﹤0.01%
355,948
-41,251
1758
$15.7M ﹤0.01%
274,968
-36,112
1759
$15.7M ﹤0.01%
1,474,061
+904,141
1760
$15.7M ﹤0.01%
391,032
+23,107
1761
$15.7M ﹤0.01%
283,078
-160,825
1762
$15.6M ﹤0.01%
218,989
-1,072,210
1763
$15.6M ﹤0.01%
326,770
+33,554
1764
$15.6M ﹤0.01%
654,053
-8,826
1765
$15.6M ﹤0.01%
201,476
+8,177
1766
$15.5M ﹤0.01%
50,909
-8,258
1767
$15.5M ﹤0.01%
598,584
-7,797
1768
$15.5M ﹤0.01%
734,566
+56,421
1769
$15.5M ﹤0.01%
812,269
-151,933
1770
$15.5M ﹤0.01%
394,900
+152,844
1771
$15.5M ﹤0.01%
2,061,257
+1,216,792
1772
$15.4M ﹤0.01%
1,151,253
-639,621
1773
$15.4M ﹤0.01%
187,612
+27,911
1774
$15.4M ﹤0.01%
940,391
-162,406
1775
$15.4M ﹤0.01%
690,768
+5,767