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
$773B
AUM Growth
-$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,341
New
Increased
Reduced
Closed

Top Buys

1 +$2.22B
2 +$2.05B
3 +$1.78B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.63B
5
XOM icon
Exxon Mobil
XOM
+$1.6B

Top Sells

1 +$3.92B
2 +$1.35B
3 +$1.22B
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.13B
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.03B

Sector Composition

1 Technology 17.24%
2 Healthcare 11.68%
3 Financials 11.59%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$8.68M ﹤0.01%
108,330
-25,348
2052
$8.68M ﹤0.01%
549,930
+251,160
2053
$8.67M ﹤0.01%
142,073
+4,600
2054
$8.66M ﹤0.01%
121,723
+1,035
2055
$8.65M ﹤0.01%
156,722
+82,125
2056
$8.64M ﹤0.01%
362,788
+67,123
2057
$8.61M ﹤0.01%
195,800
+26,425
2058
$8.61M ﹤0.01%
179,846
-115,664
2059
$8.6M ﹤0.01%
203,664
-45,197
2060
$8.58M ﹤0.01%
142,797
+16,062
2061
$8.58M ﹤0.01%
172,047
-83,847
2062
$8.58M ﹤0.01%
199,678
-118,855
2063
$8.58M ﹤0.01%
143,241
+3,713
2064
$8.55M ﹤0.01%
449,294
-60,740
2065
$8.54M ﹤0.01%
135,079
+26,017
2066
$8.49M ﹤0.01%
+1,768,862
2067
$8.49M ﹤0.01%
375,656
-128,270
2068
$8.48M ﹤0.01%
4,449,756
-639,392
2069
$8.47M ﹤0.01%
47,202
+13,267
2070
$8.46M ﹤0.01%
220,143
-321,310
2071
$8.46M ﹤0.01%
2,430,863
+1,960,562
2072
$8.46M ﹤0.01%
68,560
-7,613
2073
$8.44M ﹤0.01%
98,047
-18,823
2074
$8.43M ﹤0.01%
61,802
+31,134
2075
$8.41M ﹤0.01%
218,536
+74,648