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
3726
$417K ﹤0.01%
27,942
-859
3727
$416K ﹤0.01%
7,882
-968
3728
$415K ﹤0.01%
55,210
-8,706
3729
$414K ﹤0.01%
42,718
-116,218
3730
$413K ﹤0.01%
20,549
-785
3731
$413K ﹤0.01%
6,576
+5,907
3732
$412K ﹤0.01%
34,993
+33,753
3733
$412K ﹤0.01%
137,682
+25,111
3734
$411K ﹤0.01%
83,742
-7,597
3735
$410K ﹤0.01%
21,285
-1,337
3736
$406K ﹤0.01%
32,327
-19,874
3737
$406K ﹤0.01%
23,268
+3,798
3738
$405K ﹤0.01%
36,673
-44,858
3739
$400K ﹤0.01%
4,013
3740
$400K ﹤0.01%
+10,688
3741
$398K ﹤0.01%
18,388
+17,470
3742
$397K ﹤0.01%
49,032
+17,319
3743
$396K ﹤0.01%
13,775
-7,240
3744
$395K ﹤0.01%
7,843
-19,762
3745
$395K ﹤0.01%
45,321
-120,447
3746
$394K ﹤0.01%
19,574
-17,061
3747
$392K ﹤0.01%
31,350
-42,803
3748
$391K ﹤0.01%
118,616
-173,205
3749
$390K ﹤0.01%
21,694
-6,752
3750
$388K ﹤0.01%
+14,629