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
2876
$2.48M ﹤0.01%
253,728
+253,520
2877
$2.48M ﹤0.01%
251,500
+250,000
2878
$2.48M ﹤0.01%
35,610
-26,466
2879
$2.47M ﹤0.01%
175,617
+108,330
2880
$2.47M ﹤0.01%
157,951
+12,647
2881
$2.47M ﹤0.01%
2,171
+127
2882
$2.46M ﹤0.01%
250,940
-936,807
2883
$2.46M ﹤0.01%
+250,000
2884
$2.45M ﹤0.01%
75,510
+56,590
2885
$2.44M ﹤0.01%
228,482
+73,903
2886
$2.44M ﹤0.01%
428,019
+278
2887
$2.44M ﹤0.01%
248,427
-101,573
2888
$2.44M ﹤0.01%
+250,000
2889
$2.43M ﹤0.01%
25,554
-28,451
2890
$2.42M ﹤0.01%
65,480
+44,075
2891
$2.41M ﹤0.01%
412,644
+321,643
2892
$2.41M ﹤0.01%
38,877
+9,204
2893
$2.4M ﹤0.01%
25,180
+1,694
2894
$2.39M ﹤0.01%
65,026
+11,299
2895
$2.39M ﹤0.01%
150,207
+150,206
2896
$2.39M ﹤0.01%
175,562
+3,001
2897
$2.39M ﹤0.01%
29,602
-35,369
2898
$2.38M ﹤0.01%
32,175
-107,861
2899
$2.38M ﹤0.01%
313,398
+181,055
2900
$2.38M ﹤0.01%
356,407
+66,094