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
3051
$1.7M ﹤0.01%
20,166
-6,793
3052
$1.69M ﹤0.01%
125,645
+47,184
3053
$1.69M ﹤0.01%
+31,938
3054
$1.69M ﹤0.01%
15,664
+4,024
3055
$1.68M ﹤0.01%
145,878
+130,698
3056
$1.68M ﹤0.01%
78,271
+23,743
3057
$1.68M ﹤0.01%
54,017
+27,119
3058
$1.67M ﹤0.01%
85,136
+81,868
3059
$1.66M ﹤0.01%
130,885
+24,071
3060
$1.66M ﹤0.01%
34,363
+1,347
3061
$1.66M ﹤0.01%
38,484
+31,981
3062
$1.64M ﹤0.01%
117,263
-58,709
3063
$1.64M ﹤0.01%
539,019
-364,239
3064
$1.64M ﹤0.01%
75,439
-42,314
3065
$1.64M ﹤0.01%
72,417
-19,832
3066
$1.64M ﹤0.01%
55,546
+15,237
3067
$1.64M ﹤0.01%
61,070
+18,702
3068
$1.64M ﹤0.01%
12,370
+1,988
3069
$1.64M ﹤0.01%
125,710
+76,687
3070
$1.63M ﹤0.01%
42,206
-6,592
3071
$1.62M ﹤0.01%
1,299,842
-292,711
3072
$1.62M ﹤0.01%
62,769
-438,461
3073
$1.62M ﹤0.01%
156,340
+3,996
3074
$1.62M ﹤0.01%
56,322
-48,089
3075
$1.62M ﹤0.01%
22,138
-82,457