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
2976
$1.94M ﹤0.01%
142,817
+108,637
2977
$1.93M ﹤0.01%
70,948
-60,756
2978
$1.93M ﹤0.01%
114,457
-154,196
2979
$1.92M ﹤0.01%
38,797
-36,984
2980
$1.92M ﹤0.01%
+56,640
2981
$1.92M ﹤0.01%
39,604
-7,306
2982
$1.92M ﹤0.01%
415,578
+117,334
2983
$1.92M ﹤0.01%
172,747
-30,429
2984
$1.91M ﹤0.01%
65,373
+41,267
2985
$1.91M ﹤0.01%
13,327
-93,902
2986
$1.91M ﹤0.01%
51,958
-6,955
2987
$1.91M ﹤0.01%
31,137
+13,867
2988
$1.9M ﹤0.01%
21,722
-594
2989
$1.9M ﹤0.01%
52,198
-19,427
2990
$1.9M ﹤0.01%
81,165
-863
2991
$1.9M ﹤0.01%
45,740
+17,470
2992
$1.89M ﹤0.01%
156,400
-38,657
2993
$1.89M ﹤0.01%
584,177
-122,968
2994
$1.88M ﹤0.01%
131,420
+12,278
2995
$1.88M ﹤0.01%
+227,167
2996
$1.88M ﹤0.01%
66,064
-59,660
2997
$1.88M ﹤0.01%
73,723
-51,190
2998
$1.87M ﹤0.01%
194,058
+121,129
2999
$1.87M ﹤0.01%
40,000
3000
$1.87M ﹤0.01%
82,724
+1,971