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
3276
$1.08M ﹤0.01%
47,088
-81,680
3277
$1.08M ﹤0.01%
35,282
-2,302
3278
$1.08M ﹤0.01%
32,985
+17,949
3279
$1.08M ﹤0.01%
+46,386
3280
$1.08M ﹤0.01%
74,401
-18,249
3281
$1.07M ﹤0.01%
55,846
+55,671
3282
$1.07M ﹤0.01%
34,206
+6,602
3283
$1.07M ﹤0.01%
28,107
+4,189
3284
$1.07M ﹤0.01%
81,596
-336,683
3285
$1.07M ﹤0.01%
61,183
+2,795
3286
$1.07M ﹤0.01%
48,533
-24,649
3287
$1.06M ﹤0.01%
83,915
-34,376
3288
$1.06M ﹤0.01%
352,616
+176,638
3289
$1.06M ﹤0.01%
194,251
-31,616
3290
$1.06M ﹤0.01%
15,071
+1,825
3291
$1.06M ﹤0.01%
45,396
+1,091
3292
$1.05M ﹤0.01%
33,315
-45,055
3293
$1.05M ﹤0.01%
47,534
-13,128
3294
$1.05M ﹤0.01%
53,461
-45,413
3295
$1.05M ﹤0.01%
266,086
+74,805
3296
$1.05M ﹤0.01%
61,107
+48,515
3297
$1.05M ﹤0.01%
46,833
-25,052
3298
$1.05M ﹤0.01%
+24,220
3299
$1.05M ﹤0.01%
14,348
+872
3300
$1.05M ﹤0.01%
21,057
+186