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
3426
$799K ﹤0.01%
+24,249
3427
$798K ﹤0.01%
26,971
-106
3428
$794K ﹤0.01%
11,972
+594
3429
$792K ﹤0.01%
10,000
3430
$792K ﹤0.01%
39,014
+3,901
3431
$789K ﹤0.01%
448,480
+301,840
3432
$789K ﹤0.01%
41,456
-93,945
3433
$787K ﹤0.01%
12,250
-305
3434
$784K ﹤0.01%
208,482
+69,463
3435
$782K ﹤0.01%
138,473
-142,310
3436
$781K ﹤0.01%
160,602
-120,015
3437
$780K ﹤0.01%
20,264
-4,602
3438
$779K ﹤0.01%
25,670
+2,532
3439
$779K ﹤0.01%
17,708
+17,703
3440
$772K ﹤0.01%
17,632
+8,470
3441
$772K ﹤0.01%
28,704
-25,009
3442
$770K ﹤0.01%
174,311
-72,120
3443
$770K ﹤0.01%
+25,193
3444
$768K ﹤0.01%
12,885
+2,502
3445
$768K ﹤0.01%
36,796
+2,472
3446
$767K ﹤0.01%
95,559
+19,346
3447
$766K ﹤0.01%
34,829
-25,178
3448
$763K ﹤0.01%
77,327
+26,291
3449
$761K ﹤0.01%
464,027
-85,026
3450
$760K ﹤0.01%
71,060