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
3076
$1.62M ﹤0.01%
132,901
-187,277
3077
$1.62M ﹤0.01%
470,172
+102,447
3078
$1.62M ﹤0.01%
119,924
-141,902
3079
$1.6M ﹤0.01%
60,000
3080
$1.6M ﹤0.01%
21,490
-25,798
3081
$1.59M ﹤0.01%
+103,610
3082
$1.59M ﹤0.01%
112,766
+59,545
3083
$1.58M ﹤0.01%
33,694
-769,668
3084
$1.58M ﹤0.01%
58,567
-57,699
3085
$1.58M ﹤0.01%
10,821
+1,086
3086
$1.56M ﹤0.01%
+82,164
3087
$1.56M ﹤0.01%
22,809
-178
3088
$1.56M ﹤0.01%
411,519
+131,511
3089
$1.55M ﹤0.01%
105,817
-70,053
3090
$1.55M ﹤0.01%
44,130
-4,618
3091
$1.54M ﹤0.01%
629,228
-56,080
3092
$1.54M ﹤0.01%
40,696
+22,078
3093
$1.53M ﹤0.01%
33,433
-37,470
3094
$1.53M ﹤0.01%
67,402
+67,254
3095
$1.53M ﹤0.01%
68,125
-59,686
3096
$1.53M ﹤0.01%
18,702
-25,414
3097
$1.52M ﹤0.01%
+111,137
3098
$1.52M ﹤0.01%
26,282
+732
3099
$1.52M ﹤0.01%
78,133
-1,301
3100
$1.52M ﹤0.01%
47,019
-125,234