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 25.25%
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
3551
$614K ﹤0.01%
17,802
-6,492
3552
$613K ﹤0.01%
163,538
-14,743
3553
$613K ﹤0.01%
65,308
+11,923
3554
$611K ﹤0.01%
+10,000
3555
$610K ﹤0.01%
151,743
-134,240
3556
$610K ﹤0.01%
14,510
-12,013
3557
$610K ﹤0.01%
187,011
-261,757
3558
$609K ﹤0.01%
180,313
+28,324
3559
$609K ﹤0.01%
13,236
-4,407
3560
$609K ﹤0.01%
10,607
-4,411
3561
$606K ﹤0.01%
26,822
+25,117
3562
$604K ﹤0.01%
27,251
+656
3563
$603K ﹤0.01%
48,916
-95,147
3564
$601K ﹤0.01%
25,854
+20,689
3565
$599K ﹤0.01%
31,243
+31,063
3566
$599K ﹤0.01%
12,345
-71,949
3567
$597K ﹤0.01%
28,153
+10,106
3568
$594K ﹤0.01%
24,900
+4,812
3569
$593K ﹤0.01%
9,600
3570
$593K ﹤0.01%
594,298
-81,406
3571
$592K ﹤0.01%
+64,006
3572
$591K ﹤0.01%
142,389
-174,412
3573
$591K ﹤0.01%
113,188
+389
3574
$591K ﹤0.01%
29,567
-15,473
3575
$591K ﹤0.01%
28,229
+25,460