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
3326
$1.19M ﹤0.01%
31,539
-10,411
3327
$1.18M ﹤0.01%
20,148
-383
3328
$1.18M ﹤0.01%
120,000
3329
$1.18M ﹤0.01%
76,555
+53,076
3330
$1.18M ﹤0.01%
77,775
-45,371
3331
$1.18M ﹤0.01%
183,317
-147,106
3332
$1.17M ﹤0.01%
113,700
3333
$1.17M ﹤0.01%
322,602
+49,325
3334
$1.17M ﹤0.01%
56,582
+11,749
3335
$1.16M ﹤0.01%
38,173
+4,043
3336
$1.16M ﹤0.01%
107,792
-71,126
3337
$1.16M ﹤0.01%
33,229
+5,398
3338
$1.16M ﹤0.01%
115,116
3339
$1.15M ﹤0.01%
46,356
-12,190
3340
$1.15M ﹤0.01%
18,163
-14,273
3341
$1.15M ﹤0.01%
77,500
-72,000
3342
$1.14M ﹤0.01%
145,700
+142,273
3343
$1.14M ﹤0.01%
88,767
-11,897
3344
$1.14M ﹤0.01%
219,516
-172,997
3345
$1.14M ﹤0.01%
22,937
-13,768
3346
$1.14M ﹤0.01%
94,180
+64,150
3347
$1.14M ﹤0.01%
68,295
-29,749
3348
$1.14M ﹤0.01%
35,218
-37,412
3349
$1.14M ﹤0.01%
35,016
-139,344
3350
$1.14M ﹤0.01%
22,711
-5,298