JP Morgan Chase

JP Morgan Chase 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
2476
$4.74M ﹤0.01%
200,386
-2,487
2477
$4.74M ﹤0.01%
515,758
+497,692
2478
$4.73M ﹤0.01%
+478,502
2479
$4.72M ﹤0.01%
49,555
+2,993
2480
$4.72M ﹤0.01%
178,198
-6,703
2481
$4.72M ﹤0.01%
276,501
-41,956
2482
$4.71M ﹤0.01%
+477,580
2483
$4.7M ﹤0.01%
205,506
-1,982,174
2484
$4.7M ﹤0.01%
480,000
2485
$4.68M ﹤0.01%
766,893
2486
$4.67M ﹤0.01%
66,617
+2,620
2487
$4.66M ﹤0.01%
137,486
+4,561
2488
$4.65M ﹤0.01%
171,171
-91,516
2489
$4.65M ﹤0.01%
331,575
-16,967
2490
$4.65M ﹤0.01%
60,888
+9,350
2491
$4.65M ﹤0.01%
139,569
+93,829
2492
$4.63M ﹤0.01%
44,370
+9,236
2493
$4.61M ﹤0.01%
117,143
-10,046
2494
$4.61M ﹤0.01%
66,910
-87,743
2495
$4.58M ﹤0.01%
43,309
-5,608
2496
$4.57M ﹤0.01%
329,115
+49,451
2497
$4.56M ﹤0.01%
163,367
-35,689
2498
$4.54M ﹤0.01%
524,376
+166,474
2499
$4.51M ﹤0.01%
23,880
-8,408
2500
$4.51M ﹤0.01%
192,069
-60,890