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
3201
$1.26M ﹤0.01%
23,314
+2,036
3202
$1.26M ﹤0.01%
1,062
-3,615
3203
$1.26M ﹤0.01%
76,689
-3,965
3204
$1.25M ﹤0.01%
25,000
3205
$1.25M ﹤0.01%
47,822
+37,812
3206
$1.24M ﹤0.01%
447,160
+143,525
3207
$1.24M ﹤0.01%
25,105
-9,930
3208
$1.24M ﹤0.01%
147,090
+25,021
3209
$1.24M ﹤0.01%
28,024
-66,993
3210
$1.23M ﹤0.01%
22,402
-7,301
3211
$1.23M ﹤0.01%
183,538
-62,977
3212
$1.23M ﹤0.01%
23,907
+9,131
3213
$1.22M ﹤0.01%
22,249
-4,460
3214
$1.22M ﹤0.01%
+48,561
3215
$1.22M ﹤0.01%
27,467
-33,262
3216
$1.22M ﹤0.01%
78,761
+5,424
3217
$1.22M ﹤0.01%
25,000
3218
$1.21M ﹤0.01%
27,921
+12,841
3219
$1.21M ﹤0.01%
40,850
-14,684
3220
$1.21M ﹤0.01%
41,887
+7,873
3221
$1.21M ﹤0.01%
65,221
+217
3222
$1.2M ﹤0.01%
10,932
-254
3223
$1.2M ﹤0.01%
17,318
-526
3224
$1.2M ﹤0.01%
58,968
-141,741
3225
$1.2M ﹤0.01%
225,335
+14,469