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
2101
$9.2M ﹤0.01%
791,619
+306,989
2102
$9.18M ﹤0.01%
547,270
+139,176
2103
$9.15M ﹤0.01%
188,751
-25,168
2104
$9.15M ﹤0.01%
121,697
+6,385
2105
$9.11M ﹤0.01%
477,961
+457,800
2106
$9.08M ﹤0.01%
221,025
-31,135
2107
$9.08M ﹤0.01%
410,546
-728,972
2108
$9.08M ﹤0.01%
632,503
+10,192
2109
$9.07M ﹤0.01%
275,784
+22,496
2110
$9.06M ﹤0.01%
193,723
+5,091
2111
$9.04M ﹤0.01%
1,496,687
+523,863
2112
$8.97M ﹤0.01%
191,805
-218,586
2113
$8.95M ﹤0.01%
317,421
+28,988
2114
$8.94M ﹤0.01%
192,619
-63,121
2115
$8.92M ﹤0.01%
365,859
+345,789
2116
$8.9M ﹤0.01%
65,262
+37,256
2117
$8.89M ﹤0.01%
187,400
2118
$8.88M ﹤0.01%
505,350
-107,039
2119
$8.83M ﹤0.01%
89,668
-40,263
2120
$8.83M ﹤0.01%
914,078
-601,581
2121
$8.82M ﹤0.01%
304,654
+173,789
2122
$8.79M ﹤0.01%
88,698
+9,079
2123
$8.78M ﹤0.01%
105,603
-21,518
2124
$8.75M ﹤0.01%
732,531
+105,385
2125
$8.73M ﹤0.01%
768,051
-776,831