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
3476
$934K ﹤0.01%
26,844
+1,797
3477
$934K ﹤0.01%
+95,474
3478
$933K ﹤0.01%
+94,322
3479
$932K ﹤0.01%
+95,000
3480
$931K ﹤0.01%
26,576
-19,019
3481
$931K ﹤0.01%
3,737
-100
3482
$928K ﹤0.01%
46,926
-20,020
3483
$927K ﹤0.01%
18,979
+378
3484
$927K ﹤0.01%
10,035
+5,535
3485
$926K ﹤0.01%
24,534
+2,392
3486
$925K ﹤0.01%
29,728
-14,411
3487
$925K ﹤0.01%
4
-48
3488
$923K ﹤0.01%
28,162
+4,398
3489
$921K ﹤0.01%
23,013
-16,664
3490
$920K ﹤0.01%
55,519
-6,057
3491
$915K ﹤0.01%
613,937
+564,816
3492
$914K ﹤0.01%
92,784
3493
$912K ﹤0.01%
70,969
+70,664
3494
$911K ﹤0.01%
64,905
-6,899
3495
$910K ﹤0.01%
127,039
-29,390
3496
$908K ﹤0.01%
+32,708
3497
$905K ﹤0.01%
45,764
+31,184
3498
$905K ﹤0.01%
33,839
+12,732
3499
$901K ﹤0.01%
92,185
+42,185
3500
$898K ﹤0.01%
82,899
-26,022