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
3576
$773K ﹤0.01%
38,871
-35,685
3577
$773K ﹤0.01%
77,180
3578
$771K ﹤0.01%
47,620
-69,732
3579
$770K ﹤0.01%
44,650
+7,448
3580
$770K ﹤0.01%
117,256
+14,735
3581
$766K ﹤0.01%
62,562
+6,007
3582
$763K ﹤0.01%
30,210
+5,327
3583
$763K ﹤0.01%
+25,300
3584
$762K ﹤0.01%
108,886
+7,647
3585
$761K ﹤0.01%
145,940
-626,341
3586
$760K ﹤0.01%
18,301
-11,701
3587
$759K ﹤0.01%
+37,992
3588
$758K ﹤0.01%
127,016
-22,084
3589
$756K ﹤0.01%
33,080
-9,821
3590
$756K ﹤0.01%
15,869
+13,770
3591
$755K ﹤0.01%
41,889
-26,874
3592
$751K ﹤0.01%
76,109
+67,026
3593
$748K ﹤0.01%
42,698
+12,791
3594
$747K ﹤0.01%
11,682
+2,002
3595
$747K ﹤0.01%
76,140
3596
$746K ﹤0.01%
56,548
-40,655
3597
$745K ﹤0.01%
97,778
-705
3598
$744K ﹤0.01%
59,119
-81,834
3599
$739K ﹤0.01%
12,303
-35,562
3600
$734K ﹤0.01%
75,000