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
3976
$236K ﹤0.01%
5,750
-1,698
3977
$235K ﹤0.01%
39,301
-21,867
3978
$235K ﹤0.01%
5,523
-21,097
3979
$235K ﹤0.01%
47,896
-22,981
3980
$233K ﹤0.01%
25,680
-16,254
3981
$231K ﹤0.01%
6,499
+4,928
3982
$231K ﹤0.01%
10,372
+7
3983
$230K ﹤0.01%
57,070
-109,922
3984
$230K ﹤0.01%
129,753
-462,893
3985
$229K ﹤0.01%
12,806
+458
3986
$229K ﹤0.01%
14,317
-14,690
3987
$228K ﹤0.01%
41,767
-12,363
3988
$227K ﹤0.01%
66,715
+49,498
3989
$226K ﹤0.01%
110,780
+6,823
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$226K ﹤0.01%
22,616
-194
3991
$226K ﹤0.01%
36,668
-148,901
3992
$226K ﹤0.01%
8,708
-11,007
3993
$225K ﹤0.01%
7,992
-3,414
3994
$224K ﹤0.01%
339
-461
3995
$224K ﹤0.01%
23,122
-16,923
3996
$224K ﹤0.01%
82,800
-453,623
3997
$223K ﹤0.01%
3,035
-977
3998
$223K ﹤0.01%
76,484
+18,314
3999
$223K ﹤0.01%
8,237
+6,075
4000
$222K ﹤0.01%
18,576
+4,943