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
$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
2476
$4.54M ﹤0.01%
615,573
-1,377,233
2477
$4.52M ﹤0.01%
105,316
-12,619
2478
$4.52M ﹤0.01%
62,450
-40,291
2479
$4.52M ﹤0.01%
88,085
+20,820
2480
$4.52M ﹤0.01%
260,590
-194,601
2481
$4.5M ﹤0.01%
149,717
+129,687
2482
$4.5M ﹤0.01%
84,209
+80,302
2483
$4.49M ﹤0.01%
934,058
-555,494
2484
$4.47M ﹤0.01%
292,349
-207,270
2485
$4.46M ﹤0.01%
176,079
-190,574
2486
$4.46M ﹤0.01%
48,728
-18,704
2487
$4.45M ﹤0.01%
455,329
+283,477
2488
$4.45M ﹤0.01%
628,913
-87,874
2489
$4.44M ﹤0.01%
145,403
-59,856
2490
$4.43M ﹤0.01%
369,862
-8,307
2491
$4.43M ﹤0.01%
649,502
+375,962
2492
$4.41M ﹤0.01%
40,654
-746
2493
$4.39M ﹤0.01%
217,142
-204,891
2494
$4.39M ﹤0.01%
251,745
-80,776
2495
$4.37M ﹤0.01%
183,885
+6,211
2496
$4.37M ﹤0.01%
406,639
-42,477
2497
$4.37M ﹤0.01%
585,812
+569,394
2498
$4.37M ﹤0.01%
+181,740
2499
$4.36M ﹤0.01%
76,201
-24,538
2500
$4.36M ﹤0.01%
91,198
+4,541