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
3701
$444K ﹤0.01%
8,500
-15,617
3702
$444K ﹤0.01%
26,294
-4,227
3703
$442K ﹤0.01%
51,559
-71,138
3704
$442K ﹤0.01%
+11,284
3705
$442K ﹤0.01%
9,134
-7,425
3706
$439K ﹤0.01%
357,295
-479,240
3707
$439K ﹤0.01%
205,241
-179,034
3708
$439K ﹤0.01%
75,090
-229,292
3709
$435K ﹤0.01%
+21,439
3710
$434K ﹤0.01%
3,157
+339
3711
$433K ﹤0.01%
+10,013
3712
$432K ﹤0.01%
35,899
+14,701
3713
$430K ﹤0.01%
19,030
-33,229
3714
$430K ﹤0.01%
39,126
+21,276
3715
$429K ﹤0.01%
+5,712
3716
$427K ﹤0.01%
8,979
-4,061
3717
$426K ﹤0.01%
70,310
+7,448
3718
$426K ﹤0.01%
26,025
3719
$425K ﹤0.01%
100,450
-5,592
3720
$422K ﹤0.01%
56,854
+3,476
3721
$420K ﹤0.01%
+12,897
3722
$420K ﹤0.01%
27,864
-16,870
3723
$419K ﹤0.01%
+45,530
3724
$418K ﹤0.01%
10,249
+9,301
3725
$418K ﹤0.01%
178,597
+20,332