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
2576
$3.83M ﹤0.01%
162,892
-32,660
2577
$3.83M ﹤0.01%
+1,256,768
2578
$3.83M ﹤0.01%
142,259
+843
2579
$3.83M ﹤0.01%
34,924
+810
2580
$3.8M ﹤0.01%
335,756
+324,552
2581
$3.8M ﹤0.01%
140,423
+3,282
2582
$3.79M ﹤0.01%
690,658
-211,866
2583
$3.79M ﹤0.01%
149,900
-768
2584
$3.78M ﹤0.01%
318,295
+22,850
2585
$3.78M ﹤0.01%
411,470
+113,478
2586
$3.78M ﹤0.01%
244,815
-32,971
2587
$3.77M ﹤0.01%
300,308
-258,693
2588
$3.76M ﹤0.01%
349,719
-242,995
2589
$3.75M ﹤0.01%
240,314
+231,143
2590
$3.74M ﹤0.01%
192,051
-223,523
2591
$3.74M ﹤0.01%
321,760
+50,310
2592
$3.73M ﹤0.01%
101,236
+763
2593
$3.73M ﹤0.01%
799,198
-182,323
2594
$3.73M ﹤0.01%
93,213
-39,982
2595
$3.72M ﹤0.01%
77,935
-17,505
2596
$3.71M ﹤0.01%
21,548
+226
2597
$3.71M ﹤0.01%
138,775
+56,988
2598
$3.7M ﹤0.01%
27,619
-28,683
2599
$3.7M ﹤0.01%
161,271
+96,270
2600
$3.69M ﹤0.01%
+36,921