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
3751
$544K ﹤0.01%
132,297
-59,427
3752
$542K ﹤0.01%
147,318
+28,518
3753
$541K ﹤0.01%
23,745
-111,341
3754
$541K ﹤0.01%
23,613
-13,229
3755
$540K ﹤0.01%
34,646
+9,528
3756
$539K ﹤0.01%
84,388
-32,876
3757
$539K ﹤0.01%
10,794
-5,325
3758
$538K ﹤0.01%
49,906
+39,974
3759
$532K ﹤0.01%
8,347
-355
3760
$532K ﹤0.01%
12,382
-17,507
3761
$531K ﹤0.01%
7,380
-58,738
3762
$528K ﹤0.01%
11,727
-14,202
3763
$527K ﹤0.01%
9,116
-3,080
3764
$527K ﹤0.01%
16,161
-6,442
3765
$527K ﹤0.01%
23,614
-37,702
3766
$525K ﹤0.01%
1,644
+610
3767
$524K ﹤0.01%
+62,355
3768
$520K ﹤0.01%
27,022
+4,646
3769
$519K ﹤0.01%
22,598
+19,529
3770
$518K ﹤0.01%
29,033
-251
3771
$515K ﹤0.01%
26,632
-16,874
3772
$512K ﹤0.01%
50,000
-50,000
3773
$512K ﹤0.01%
52,075
3774
$511K ﹤0.01%
41,480
+8,141
3775
$511K ﹤0.01%
9,372
-2,818