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
3401
$1.04M ﹤0.01%
103,675
3402
$1.03M ﹤0.01%
158,432
-25,235
3403
$1.03M ﹤0.01%
30,483
+21,804
3404
$1.03M ﹤0.01%
55,686
-8,006
3405
$1.03M ﹤0.01%
50,000
3406
$1.03M ﹤0.01%
216,854
+49,994
3407
$1.03M ﹤0.01%
38,271
-25,514
3408
$1.02M ﹤0.01%
92,184
+7,048
3409
$1.02M ﹤0.01%
77,022
+282
3410
$1.02M ﹤0.01%
145,228
+22,056
3411
$1.02M ﹤0.01%
28,986
-14,756
3412
$1.02M ﹤0.01%
58,697
-61,202
3413
$1.01M ﹤0.01%
7,103
+5,310
3414
$1.01M ﹤0.01%
100,129
-5,900
3415
$1.01M ﹤0.01%
1,432
-2,361
3416
$1.01M ﹤0.01%
31,333
-5,954
3417
$1.01M ﹤0.01%
102,693
-184,000
3418
$1.01M ﹤0.01%
+100,000
3419
$1.01M ﹤0.01%
154,276
+142,310
3420
$1M ﹤0.01%
63,020
-6,761
3421
$1M ﹤0.01%
100,000
3422
$1M ﹤0.01%
100,000
3423
$1M ﹤0.01%
27,909
-16,312
3424
$1M ﹤0.01%
100,000
-40,000
3425
$1M ﹤0.01%
+100,000