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
3626
$533K ﹤0.01%
9,389
+6,277
3627
$532K ﹤0.01%
+11,740
3628
$530K ﹤0.01%
153,250
-36,280
3629
$530K ﹤0.01%
7,446
-21,316
3630
$529K ﹤0.01%
49,190
-9,138
3631
$529K ﹤0.01%
+15,325
3632
$526K ﹤0.01%
5,963
+807
3633
$526K ﹤0.01%
9,454
-7,871
3634
$524K ﹤0.01%
27,119
-22,728
3635
$524K ﹤0.01%
26,223
-217,270
3636
$523K ﹤0.01%
4,200
+155
3637
$522K ﹤0.01%
+15,015
3638
$520K ﹤0.01%
11,074
+8,553
3639
$519K ﹤0.01%
19,643
-14,944
3640
$518K ﹤0.01%
13,114
3641
$518K ﹤0.01%
14,596
-567
3642
$517K ﹤0.01%
14,594
+14,399
3643
$514K ﹤0.01%
11,691
+1,209
3644
$509K ﹤0.01%
14,343
-328,472
3645
$507K ﹤0.01%
19,783
-32,560
3646
$506K ﹤0.01%
52,524
-2,743
3647
$503K ﹤0.01%
8,283
+3,360
3648
$502K ﹤0.01%
90,799
-218,104
3649
$502K ﹤0.01%
26,690
-84,466
3650
$501K ﹤0.01%
2,025
-604