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
2851
$2.3M ﹤0.01%
135,892
-7,429
2852
$2.3M ﹤0.01%
272,038
-664,605
2853
$2.3M ﹤0.01%
210,921
-21,181
2854
$2.3M ﹤0.01%
187,850
-23,812
2855
$2.29M ﹤0.01%
204,180
-316,105
2856
$2.29M ﹤0.01%
46,455
-44,722
2857
$2.29M ﹤0.01%
63,827
-2,214
2858
$2.29M ﹤0.01%
118,299
-88,198
2859
$2.28M ﹤0.01%
25,000
2860
$2.28M ﹤0.01%
987,283
+33,810
2861
$2.28M ﹤0.01%
318,321
-158,451
2862
$2.27M ﹤0.01%
100,753
+13,594
2863
$2.27M ﹤0.01%
264,374
+43,835
2864
$2.27M ﹤0.01%
46,083
+1,887
2865
$2.27M ﹤0.01%
271,389
+227,352
2866
$2.27M ﹤0.01%
34,895
-5,710
2867
$2.26M ﹤0.01%
54,376
-33,535
2868
$2.26M ﹤0.01%
47,954
+47,338
2869
$2.26M ﹤0.01%
30,767
+3,700
2870
$2.25M ﹤0.01%
6,389
-1,585
2871
$2.25M ﹤0.01%
47,909
+26,948
2872
$2.25M ﹤0.01%
135,072
+69,839
2873
$2.25M ﹤0.01%
170,084
+76,821
2874
$2.25M ﹤0.01%
+96,796
2875
$2.24M ﹤0.01%
367,948
+15,184