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
2051
$10.2M ﹤0.01%
56,306
-33,745
2052
$10.2M ﹤0.01%
220,229
+206,832
2053
$10.1M ﹤0.01%
132,806
+32,909
2054
$10.1M ﹤0.01%
353,006
-47,447
2055
$10.1M ﹤0.01%
304,314
-67,494
2056
$10.1M ﹤0.01%
2,422,517
+158,735
2057
$10M ﹤0.01%
119,164
-22,668
2058
$10M ﹤0.01%
310,537
-50,449
2059
$9.99M ﹤0.01%
71,346
-1,681
2060
$9.94M ﹤0.01%
173,732
-51,400
2061
$9.89M ﹤0.01%
294,456
-31,340
2062
$9.87M ﹤0.01%
874,062
+530,029
2063
$9.86M ﹤0.01%
249,096
-97,087
2064
$9.83M ﹤0.01%
2,123,262
+1,766,452
2065
$9.79M ﹤0.01%
406,087
-161,605
2066
$9.76M ﹤0.01%
330,663
-555,763
2067
$9.75M ﹤0.01%
129,767
-111,289
2068
$9.74M ﹤0.01%
302,733
+11,494
2069
$9.73M ﹤0.01%
144,944
+12,376
2070
$9.71M ﹤0.01%
257,456
+115,227
2071
$9.71M ﹤0.01%
580,121
-239,850
2072
$9.7M ﹤0.01%
102,050
-3,663
2073
$9.7M ﹤0.01%
156,907
-539,115
2074
$9.69M ﹤0.01%
154,148
+18,589
2075
$9.63M ﹤0.01%
650,978
+477,612