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
3176
$1.53M ﹤0.01%
+154,959
3177
$1.52M ﹤0.01%
55,320
+9,589
3178
$1.52M ﹤0.01%
224,384
-39,509
3179
$1.52M ﹤0.01%
63,670
-52,674
3180
$1.52M ﹤0.01%
50,000
3181
$1.52M ﹤0.01%
155,034
3182
$1.52M ﹤0.01%
153,786
-24,016
3183
$1.52M ﹤0.01%
121,419
+6,009
3184
$1.51M ﹤0.01%
363,385
+859
3185
$1.51M ﹤0.01%
26,979
+3,756
3186
$1.51M ﹤0.01%
41,043
-2,881
3187
$1.51M ﹤0.01%
313,202
+226,287
3188
$1.51M ﹤0.01%
28,143
+4,017
3189
$1.5M ﹤0.01%
9,465
-752
3190
$1.5M ﹤0.01%
65,284
-67,895
3191
$1.5M ﹤0.01%
94,936
-170,644
3192
$1.5M ﹤0.01%
+29,550
3193
$1.5M ﹤0.01%
153,076
3194
$1.5M ﹤0.01%
+60,000
3195
$1.49M ﹤0.01%
23,485
-7,022
3196
$1.49M ﹤0.01%
37,127
+33,032
3197
$1.49M ﹤0.01%
150,000
3198
$1.49M ﹤0.01%
151,112
3199
$1.48M ﹤0.01%
36,812
-22,178
3200
$1.48M ﹤0.01%
150,000