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
1951
$11.7M ﹤0.01%
133,204
1952
$11.7M ﹤0.01%
448,665
+153,466
1953
$11.6M ﹤0.01%
270,497
+4,545
1954
$11.6M ﹤0.01%
90,273
-55,862
1955
$11.6M ﹤0.01%
1,037,922
-1,286,889
1956
$11.6M ﹤0.01%
84,347
-3,510
1957
$11.6M ﹤0.01%
159,353
-170,357
1958
$11.6M ﹤0.01%
171,949
+2,908
1959
$11.6M ﹤0.01%
696,292
-42,157
1960
$11.6M ﹤0.01%
791,995
+788,101
1961
$11.6M ﹤0.01%
66,845
-3,260
1962
$11.5M ﹤0.01%
985,837
+563,403
1963
$11.5M ﹤0.01%
4,202,715
-621,543
1964
$11.5M ﹤0.01%
162,203
+56,215
1965
$11.5M ﹤0.01%
2,598,303
+6,499
1966
$11.5M ﹤0.01%
511,950
-19,715
1967
$11.5M ﹤0.01%
745,100
+526,897
1968
$11.4M ﹤0.01%
1,268,889
-373,836
1969
$11.4M ﹤0.01%
852,771
+16,867
1970
$11.4M ﹤0.01%
180,623
+5,554
1971
$11.4M ﹤0.01%
60,447
+6,016
1972
$11.4M ﹤0.01%
276,769
-134,771
1973
$11.3M ﹤0.01%
150,128
-27,453
1974
$11.3M ﹤0.01%
787,176
-316,961
1975
$11.3M ﹤0.01%
1,173,190
+277,110