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
3451
$760K ﹤0.01%
56,449
+28,360
3452
$759K ﹤0.01%
18,940
-31,077
3453
$759K ﹤0.01%
5,569
+1,197
3454
$758K ﹤0.01%
49,621
-115,165
3455
$755K ﹤0.01%
27,322
-36,859
3456
$755K ﹤0.01%
17,175
-14,062
3457
$754K ﹤0.01%
17,878
-28,944
3458
$754K ﹤0.01%
151,949
+29,569
3459
$751K ﹤0.01%
27,582
-36,859
3460
$748K ﹤0.01%
59,615
-35,406
3461
$748K ﹤0.01%
22,539
+5,267
3462
$747K ﹤0.01%
57,704
-15,649
3463
$743K ﹤0.01%
482,789
-219,455
3464
$743K ﹤0.01%
599,114
+31,797
3465
$742K ﹤0.01%
125,296
-8,411
3466
$740K ﹤0.01%
42,966
+148
3467
$737K ﹤0.01%
488,070
-113,034
3468
$736K ﹤0.01%
32,280
-7,955
3469
$735K ﹤0.01%
18,015
+1,108
3470
$735K ﹤0.01%
41,140
+2,809
3471
$735K ﹤0.01%
73,305
-25,460
3472
$734K ﹤0.01%
117,652
+97,612
3473
$734K ﹤0.01%
29,442
-27,275
3474
$732K ﹤0.01%
38,709
+698
3475
$731K ﹤0.01%
56,552
-81,213