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
3601
$564K ﹤0.01%
6,979
+3,374
3602
$563K ﹤0.01%
31,167
-5,131
3603
$563K ﹤0.01%
52,335
+15,106
3604
$561K ﹤0.01%
+18,436
3605
$560K ﹤0.01%
56,135
-91,961
3606
$558K ﹤0.01%
15,878
+5,146
3607
$557K ﹤0.01%
30,393
+14,147
3608
$556K ﹤0.01%
25,210
-6,754
3609
$554K ﹤0.01%
53,333
-83,522
3610
$552K ﹤0.01%
81,624
+2,988
3611
$551K ﹤0.01%
153,371
-13,832
3612
$548K ﹤0.01%
+4,566
3613
$547K ﹤0.01%
20,110
-33,229
3614
$546K ﹤0.01%
43,873
+16,974
3615
$544K ﹤0.01%
241,716
+78,460
3616
$542K ﹤0.01%
326,228
-102,486
3617
$540K ﹤0.01%
75,785
+40,550
3618
$539K ﹤0.01%
72,769
+52,542
3619
$539K ﹤0.01%
5,861
-404
3620
$539K ﹤0.01%
19,833
-161,642
3621
$539K ﹤0.01%
69,347
+47,686
3622
$539K ﹤0.01%
60,524
-84,979
3623
$538K ﹤0.01%
18,028
+1,355
3624
$535K ﹤0.01%
22,772
+22,761
3625
$534K ﹤0.01%
12,688
+1,194