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
3351
$947K ﹤0.01%
22,972
-16,023
3352
$943K ﹤0.01%
57,161
+8,373
3353
$943K ﹤0.01%
34,869
+599
3354
$942K ﹤0.01%
20,002
-1,271
3355
$929K ﹤0.01%
+24,004
3356
$920K ﹤0.01%
109,642
+47,881
3357
$917K ﹤0.01%
43,887
-30,877
3358
$914K ﹤0.01%
45,839
+31,194
3359
$911K ﹤0.01%
26,216
+417
3360
$908K ﹤0.01%
18,091
+9,699
3361
$908K ﹤0.01%
148,075
+128,843
3362
$903K ﹤0.01%
21,196
+20,810
3363
$901K ﹤0.01%
83,955
-38,019
3364
$900K ﹤0.01%
389,752
+83,709
3365
$899K ﹤0.01%
111,573
-6,649
3366
$894K ﹤0.01%
44,626
-21,069
3367
$892K ﹤0.01%
448,402
+59,567
3368
$892K ﹤0.01%
18,915
-24,808
3369
$891K ﹤0.01%
68,333
-49,820
3370
$890K ﹤0.01%
8,663
-6,851
3371
$888K ﹤0.01%
159,085
-99,821
3372
$887K ﹤0.01%
84,173
-120,682
3373
$885K ﹤0.01%
30,756
-18,480
3374
$883K ﹤0.01%
25,461
-951
3375
$883K ﹤0.01%
43,700
-106,300