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
3026
$1.77M ﹤0.01%
60,590
+5,622
3027
$1.77M ﹤0.01%
50,579
+37,338
3028
$1.76M ﹤0.01%
14,736
+683
3029
$1.76M ﹤0.01%
27,232
-70,469
3030
$1.76M ﹤0.01%
404,408
+204,612
3031
$1.75M ﹤0.01%
199,565
-48,276
3032
$1.75M ﹤0.01%
749,984
+120,193
3033
$1.74M ﹤0.01%
47,477
-15,423
3034
$1.74M ﹤0.01%
102,834
-185,773
3035
$1.74M ﹤0.01%
342,506
-116,363
3036
$1.74M ﹤0.01%
23,596
-1,153
3037
$1.73M ﹤0.01%
347,265
-56,666
3038
$1.73M ﹤0.01%
120,560
-89,221
3039
$1.72M ﹤0.01%
31,581
+17,243
3040
$1.72M ﹤0.01%
212,582
-20,286
3041
$1.72M ﹤0.01%
1,351,938
+728,828
3042
$1.71M ﹤0.01%
135,880
-100,376
3043
$1.71M ﹤0.01%
70,765
-30,337
3044
$1.71M ﹤0.01%
264,816
+46,148
3045
$1.7M ﹤0.01%
65,775
-7,114
3046
$1.7M ﹤0.01%
1,078,789
-215,915
3047
$1.7M ﹤0.01%
139,138
+8,487
3048
$1.7M ﹤0.01%
44,617
-11,233
3049
$1.7M ﹤0.01%
38,138
-31,599
3050
$1.7M ﹤0.01%
59,266
-35,621