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
1901
$12.6M ﹤0.01%
226,758
+4,746
1902
$12.6M ﹤0.01%
107,234
-47,569
1903
$12.6M ﹤0.01%
102,033
-60,750
1904
$12.6M ﹤0.01%
282,933
-275,766
1905
$12.6M ﹤0.01%
473,899
-228,844
1906
$12.5M ﹤0.01%
133,801
-182,070
1907
$12.5M ﹤0.01%
1,449,230
+1,049,150
1908
$12.5M ﹤0.01%
139,553
-120,467
1909
$12.5M ﹤0.01%
1,203,031
-4,720,977
1910
$12.5M ﹤0.01%
579,738
-102,786
1911
$12.5M ﹤0.01%
794,509
+163,977
1912
$12.4M ﹤0.01%
556,907
-774,281
1913
$12.4M ﹤0.01%
331,677
+17,962
1914
$12.4M ﹤0.01%
165,328
-9,702
1915
$12.4M ﹤0.01%
258,394
-29,654
1916
$12.4M ﹤0.01%
429,385
+269,134
1917
$12.4M ﹤0.01%
202,124
+20,874
1918
$12.4M ﹤0.01%
603,698
-19,192
1919
$12.3M ﹤0.01%
619,175
+11,449
1920
$12.3M ﹤0.01%
454,361
-17,867
1921
$12.2M ﹤0.01%
91,779
-34,641
1922
$12.2M ﹤0.01%
242,591
+84,954
1923
$12.2M ﹤0.01%
294,504
+8,441
1924
$12.2M ﹤0.01%
299,851
-11,023
1925
$12.1M ﹤0.01%
565,460
-309,495