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
3201
$1.48M ﹤0.01%
149,999
-124,998
3202
$1.48M ﹤0.01%
+150,000
3203
$1.48M ﹤0.01%
13,599
-6,388
3204
$1.47M ﹤0.01%
+150,000
3205
$1.47M ﹤0.01%
104,938
-49,621
3206
$1.47M ﹤0.01%
150,000
3207
$1.47M ﹤0.01%
150,882
+68,844
3208
$1.47M ﹤0.01%
21,759
-963
3209
$1.47M ﹤0.01%
93,496
-16,636
3210
$1.47M ﹤0.01%
+150,000
3211
$1.47M ﹤0.01%
116,409
-13,205
3212
$1.47M ﹤0.01%
4,886
-78
3213
$1.46M ﹤0.01%
150,000
-205,000
3214
$1.46M ﹤0.01%
403,883
-160,335
3215
$1.46M ﹤0.01%
+16,551
3216
$1.46M ﹤0.01%
213,774
-233,992
3217
$1.46M ﹤0.01%
85,107
-20,831
3218
$1.46M ﹤0.01%
150,000
-139,000
3219
$1.45M ﹤0.01%
29,656
+9,770
3220
$1.45M ﹤0.01%
33,829
+12,621
3221
$1.45M ﹤0.01%
46,995
-25,134
3222
$1.45M ﹤0.01%
56,433
+42,900
3223
$1.44M ﹤0.01%
121,684
+5,719
3224
$1.44M ﹤0.01%
14,072
3225
$1.44M ﹤0.01%
147,264
-249