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
2526
$4.13M ﹤0.01%
136,806
+93,967
2527
$4.12M ﹤0.01%
75,049
+21,288
2528
$4.12M ﹤0.01%
123,345
-19,254
2529
$4.11M ﹤0.01%
94,121
-137,814
2530
$4.11M ﹤0.01%
113,394
-330,891
2531
$4.11M ﹤0.01%
241,868
-122,867
2532
$4.1M ﹤0.01%
227,001
+157,167
2533
$4.09M ﹤0.01%
125,465
-33,437
2534
$4.09M ﹤0.01%
368,186
+115,438
2535
$4.09M ﹤0.01%
98,788
+64,417
2536
$4.08M ﹤0.01%
106,073
-10,458
2537
$4.08M ﹤0.01%
330,087
-520,844
2538
$4.07M ﹤0.01%
37,756
-38,116
2539
$4.07M ﹤0.01%
90,861
+6,051
2540
$4.07M ﹤0.01%
798,637
+18,934
2541
$4.07M ﹤0.01%
909,678
+436,919
2542
$4.06M ﹤0.01%
80,183
+4,786
2543
$4.05M ﹤0.01%
99,432
-69,160
2544
$4.05M ﹤0.01%
71,241
+9,048
2545
$4.04M ﹤0.01%
175,780
-753,556
2546
$4.03M ﹤0.01%
110,017
-24,299
2547
$4.01M ﹤0.01%
380,041
-1,000,922
2548
$4.01M ﹤0.01%
123,037
-234,923
2549
$4M ﹤0.01%
171,029
+65,693
2550
$4M ﹤0.01%
49,719
+42,123