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
3401
$827K ﹤0.01%
168,006
+11,398
3402
$827K ﹤0.01%
28,982
-11,674
3403
$826K ﹤0.01%
87,156
-14,783
3404
$825K ﹤0.01%
35,151
-18,859
3405
$825K ﹤0.01%
45,431
+18,214
3406
$824K ﹤0.01%
47,920
+14,896
3407
$822K ﹤0.01%
8,480
-1,310
3408
$822K ﹤0.01%
209,572
-32,000
3409
$819K ﹤0.01%
127,417
-21,552
3410
$816K ﹤0.01%
73,321
-17,245
3411
$816K ﹤0.01%
298,766
+249,784
3412
$815K ﹤0.01%
26,778
-8,561
3413
$815K ﹤0.01%
23,832
-121,728
3414
$811K ﹤0.01%
27,579
-11,822
3415
$811K ﹤0.01%
23,564
+11,091
3416
$811K ﹤0.01%
15,120
-6,389
3417
$809K ﹤0.01%
183,799
-82,285
3418
$808K ﹤0.01%
29,507
-10,737
3419
$807K ﹤0.01%
41,664
+3,359
3420
$806K ﹤0.01%
47,754
-876
3421
$806K ﹤0.01%
+10,912
3422
$805K ﹤0.01%
19,213
-130
3423
$804K ﹤0.01%
6,954
-2,475
3424
$802K ﹤0.01%
92,538
-393,637
3425
$801K ﹤0.01%
337,773
+286,758