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
3826
$323K ﹤0.01%
7,185
-9,625
3827
$323K ﹤0.01%
4,122
-3,552
3828
$323K ﹤0.01%
+25,276
3829
$320K ﹤0.01%
7,888
+172
3830
$319K ﹤0.01%
38,347
+433
3831
$319K ﹤0.01%
30,877
-9,264
3832
$316K ﹤0.01%
20,917
-24,863
3833
$315K ﹤0.01%
+4,149
3834
$315K ﹤0.01%
24,715
-864
3835
$315K ﹤0.01%
6,646
+6,212
3836
$315K ﹤0.01%
18,744
+1,078
3837
$313K ﹤0.01%
16,305
+15,420
3838
$312K ﹤0.01%
15,901
+13,469
3839
$312K ﹤0.01%
60,867
-51,661
3840
$311K ﹤0.01%
39,546
-74,472
3841
$310K ﹤0.01%
+7,363
3842
$308K ﹤0.01%
12,760
-150,458
3843
$308K ﹤0.01%
8,135
-4,849
3844
$308K ﹤0.01%
29,484
-2,891
3845
$306K ﹤0.01%
12,942
-16,571
3846
$305K ﹤0.01%
9,759
+2,846
3847
$305K ﹤0.01%
+17,343
3848
$305K ﹤0.01%
184,831
-40,916
3849
$305K ﹤0.01%
21,053
+13,059
3850
$305K ﹤0.01%
7,366
-44,006