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
2826
$2.69M ﹤0.01%
52,455
+3,137
2827
$2.69M ﹤0.01%
40,967
-22,323
2828
$2.69M ﹤0.01%
92,538
+21,006
2829
$2.69M ﹤0.01%
51,750
+34,837
2830
$2.68M ﹤0.01%
13,582
+11,121
2831
$2.68M ﹤0.01%
67,236
-47,539
2832
$2.67M ﹤0.01%
264,376
-635,624
2833
$2.67M ﹤0.01%
350,217
-164,447
2834
$2.66M ﹤0.01%
79,343
+29,216
2835
$2.65M ﹤0.01%
196,439
-288,648
2836
$2.65M ﹤0.01%
33,502
-79,031
2837
$2.65M ﹤0.01%
1,243,858
-310,717
2838
$2.63M ﹤0.01%
166,199
-211,837
2839
$2.63M ﹤0.01%
111,702
+15,774
2840
$2.63M ﹤0.01%
+269,885
2841
$2.63M ﹤0.01%
50,000
2842
$2.62M ﹤0.01%
51,431
+41,286
2843
$2.62M ﹤0.01%
29,425
-9,587
2844
$2.62M ﹤0.01%
202,946
-204,094
2845
$2.62M ﹤0.01%
25,920
+2,702
2846
$2.61M ﹤0.01%
37,374
-4,961
2847
$2.61M ﹤0.01%
624,856
+608,260
2848
$2.6M ﹤0.01%
67,709
+67,230
2849
$2.6M ﹤0.01%
118,961
-111,712
2850
$2.6M ﹤0.01%
53,559
+9,293