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
2776
$2.63M ﹤0.01%
+262,619
2777
$2.62M ﹤0.01%
107,598
+21,749
2778
$2.62M ﹤0.01%
372,549
-233,073
2779
$2.61M ﹤0.01%
418,337
+3,522
2780
$2.61M ﹤0.01%
99,442
+2,181
2781
$2.6M ﹤0.01%
429,890
-234,013
2782
$2.6M ﹤0.01%
56,803
+13,155
2783
$2.59M ﹤0.01%
109,678
+7,897
2784
$2.58M ﹤0.01%
37,065
-10,167
2785
$2.58M ﹤0.01%
309,050
-11,116
2786
$2.57M ﹤0.01%
56,439
+18,075
2787
$2.56M ﹤0.01%
497,298
-137,215
2788
$2.55M ﹤0.01%
75,776
-36,199
2789
$2.55M ﹤0.01%
227,655
-95,892
2790
$2.55M ﹤0.01%
+251,666
2791
$2.54M ﹤0.01%
57,046
+1,028
2792
$2.54M ﹤0.01%
210,669
-62,071
2793
$2.53M ﹤0.01%
62,288
-25,872
2794
$2.53M ﹤0.01%
5,088
-28,680
2795
$2.53M ﹤0.01%
31,082
-1,712
2796
$2.51M ﹤0.01%
114,882
-109,466
2797
$2.51M ﹤0.01%
53,349
+27,303
2798
$2.51M ﹤0.01%
52,890
-41,306
2799
$2.51M ﹤0.01%
416,861
-249,405
2800
$2.51M ﹤0.01%
36,511
-33,656