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
3151
$1.61M ﹤0.01%
29,626
-1,206
3152
$1.61M ﹤0.01%
61,240
-134,058
3153
$1.6M ﹤0.01%
39,233
-2,971
3154
$1.6M ﹤0.01%
35,579
-3,703
3155
$1.6M ﹤0.01%
95,478
+47,393
3156
$1.59M ﹤0.01%
43,074
-1,664
3157
$1.59M ﹤0.01%
131,052
+17,411
3158
$1.59M ﹤0.01%
219,600
+173,680
3159
$1.58M ﹤0.01%
73,380
-74,673
3160
$1.58M ﹤0.01%
148,036
+115,830
3161
$1.58M ﹤0.01%
160,000
+60,000
3162
$1.57M ﹤0.01%
51,191
+30,919
3163
$1.57M ﹤0.01%
135,193
+5,739
3164
$1.57M ﹤0.01%
16,063
-526
3165
$1.56M ﹤0.01%
171,564
-70,100
3166
$1.56M ﹤0.01%
821
+1
3167
$1.56M ﹤0.01%
+157,700
3168
$1.55M ﹤0.01%
6,095
+5,279
3169
$1.55M ﹤0.01%
+153,061
3170
$1.55M ﹤0.01%
169,002
-1,102,052
3171
$1.54M ﹤0.01%
91,370
-208,253
3172
$1.54M ﹤0.01%
22,159
-8,253
3173
$1.53M ﹤0.01%
+157,332
3174
$1.53M ﹤0.01%
109,001
-24,771
3175
$1.53M ﹤0.01%
156,000