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
2701
$3.32M ﹤0.01%
33,280
-22,495
2702
$3.32M ﹤0.01%
236,862
-3,171,621
2703
$3.31M ﹤0.01%
79,568
+5,736
2704
$3.31M ﹤0.01%
60,302
+13,513
2705
$3.3M ﹤0.01%
655,791
+22,584
2706
$3.29M ﹤0.01%
133,326
+47,973
2707
$3.28M ﹤0.01%
125,655
+44,843
2708
$3.28M ﹤0.01%
38,916
+23,317
2709
$3.28M ﹤0.01%
56,479
-10,823
2710
$3.26M ﹤0.01%
94,410
-6,652
2711
$3.26M ﹤0.01%
54,942
-2,942
2712
$3.26M ﹤0.01%
1,302,946
+1,052,141
2713
$3.26M ﹤0.01%
200,281
+17,823
2714
$3.25M ﹤0.01%
121,452
-24,083
2715
$3.25M ﹤0.01%
158,678
+29,108
2716
$3.24M ﹤0.01%
150,624
-38,531
2717
$3.24M ﹤0.01%
124,836
+61
2718
$3.23M ﹤0.01%
115,534
-33,308
2719
$3.23M ﹤0.01%
406,288
-130,656
2720
$3.23M ﹤0.01%
209,629
-24,722
2721
$3.21M ﹤0.01%
88,247
-62,012
2722
$3.21M ﹤0.01%
49,301
+667
2723
$3.21M ﹤0.01%
165,144
+10,090
2724
$3.19M ﹤0.01%
67,825
+29,925
2725
$3.19M ﹤0.01%
115,907
-205,351