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
2801
$2.5M ﹤0.01%
14,845
-66,444
2802
$2.5M ﹤0.01%
51,883
+42,150
2803
$2.49M ﹤0.01%
50,000
-10,000
2804
$2.49M ﹤0.01%
152,722
-338
2805
$2.49M ﹤0.01%
65,765
+2,785
2806
$2.48M ﹤0.01%
92,290
+3,634
2807
$2.48M ﹤0.01%
47,533
-7,306
2808
$2.48M ﹤0.01%
25,187
-8,520
2809
$2.48M ﹤0.01%
62,382
-70,700
2810
$2.48M ﹤0.01%
458,549
-19,091
2811
$2.47M ﹤0.01%
51,358
-117,277
2812
$2.47M ﹤0.01%
60,946
-18,520
2813
$2.47M ﹤0.01%
29,866
+19,861
2814
$2.47M ﹤0.01%
198,426
+48,341
2815
$2.46M ﹤0.01%
208,807
-91,861
2816
$2.45M ﹤0.01%
168,022
-278,293
2817
$2.44M ﹤0.01%
366,267
-193,320
2818
$2.44M ﹤0.01%
41,590
-239,613
2819
$2.44M ﹤0.01%
57,809
-140,454
2820
$2.44M ﹤0.01%
+46,106
2821
$2.43M ﹤0.01%
79,185
-72,243
2822
$2.43M ﹤0.01%
32,045
-2,840
2823
$2.43M ﹤0.01%
121,499
+775
2824
$2.42M ﹤0.01%
673,270
+293,960
2825
$2.42M ﹤0.01%
84,755
+36,844