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
2751
$2.73M ﹤0.01%
985,546
-12,890
2752
$2.73M ﹤0.01%
43,903
-99,411
2753
$2.72M ﹤0.01%
77,848
+18,899
2754
$2.72M ﹤0.01%
186,332
-77,403
2755
$2.71M ﹤0.01%
923,420
-1,099,966
2756
$2.71M ﹤0.01%
79,848
+26,168
2757
$2.71M ﹤0.01%
58,481
+24,274
2758
$2.71M ﹤0.01%
34,488
+767
2759
$2.71M ﹤0.01%
373,339
-76,592
2760
$2.71M ﹤0.01%
6,294
-5,648
2761
$2.7M ﹤0.01%
220,722
+58,427
2762
$2.7M ﹤0.01%
37,125
-26,592
2763
$2.7M ﹤0.01%
118,271
-49,252
2764
$2.69M ﹤0.01%
114,938
+80,895
2765
$2.69M ﹤0.01%
391,701
-89,009
2766
$2.68M ﹤0.01%
239,588
+32,707
2767
$2.66M ﹤0.01%
400,546
+22,674
2768
$2.65M ﹤0.01%
121,267
+5,636
2769
$2.65M ﹤0.01%
111,890
-6,834
2770
$2.64M ﹤0.01%
100,474
+3,232
2771
$2.64M ﹤0.01%
51,910
-42,450
2772
$2.64M ﹤0.01%
360,729
-8,828
2773
$2.63M ﹤0.01%
548,948
-85,920
2774
$2.63M ﹤0.01%
+113,155
2775
$2.63M ﹤0.01%
114,644
-12,957