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
1801
$14.9M ﹤0.01%
184,576
-10,685
1802
$14.8M ﹤0.01%
253,514
+26,269
1803
$14.8M ﹤0.01%
396,234
-21,020
1804
$14.8M ﹤0.01%
491,240
-702,100
1805
$14.8M ﹤0.01%
52,656
-2,748
1806
$14.7M ﹤0.01%
139,236
-51,210
1807
$14.7M ﹤0.01%
168,691
+144,469
1808
$14.7M ﹤0.01%
135,047
-29,217
1809
$14.7M ﹤0.01%
141,772
-37,319
1810
$14.6M ﹤0.01%
592,281
-564,719
1811
$14.6M ﹤0.01%
132,114
-7,717
1812
$14.6M ﹤0.01%
+333,905
1813
$14.6M ﹤0.01%
465,211
+305,969
1814
$14.5M ﹤0.01%
1,250,672
-80,458
1815
$14.4M ﹤0.01%
261,359
-290,391
1816
$14.4M ﹤0.01%
231,266
-335,700
1817
$14.4M ﹤0.01%
2,685,581
+2,298,699
1818
$14.4M ﹤0.01%
540,522
-125,159
1819
$14.4M ﹤0.01%
224,367
-351,611
1820
$14.3M ﹤0.01%
345,320
-36,497
1821
$14.3M ﹤0.01%
690,141
-473,091
1822
$14.3M ﹤0.01%
374,191
-1,344
1823
$14.3M ﹤0.01%
249,563
-36,576
1824
$14.2M ﹤0.01%
283,784
-16,524
1825
$14.2M ﹤0.01%
1,405,469
+289,864