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
4001
$222K ﹤0.01%
6,010
-9,940
4002
$222K ﹤0.01%
72,151
-65,654
4003
$221K ﹤0.01%
96,111
-252,000
4004
$221K ﹤0.01%
2,963
+842
4005
$220K ﹤0.01%
17,524
+4,109
4006
$219K ﹤0.01%
43,807
-9,632
4007
$218K ﹤0.01%
12,215
-19,616
4008
$218K ﹤0.01%
32,781
-66,399
4009
$217K ﹤0.01%
+11,165
4010
$216K ﹤0.01%
9,798
-3,627
4011
$215K ﹤0.01%
97,893
+44,960
4012
$215K ﹤0.01%
34,306
-195,485
4013
$215K ﹤0.01%
7,231
-8,556
4014
$214K ﹤0.01%
10,080
-12,759
4015
$214K ﹤0.01%
3,051
+1,947
4016
$214K ﹤0.01%
+10,250
4017
$214K ﹤0.01%
13,193
-23,945
4018
$213K ﹤0.01%
5,601
-17,462
4019
$212K ﹤0.01%
10,252
-13,886
4020
$212K ﹤0.01%
8,731
-611
4021
$212K ﹤0.01%
+50,472
4022
$212K ﹤0.01%
3,058
-3,553
4023
$211K ﹤0.01%
54,009
+36,211
4024
$211K ﹤0.01%
7,595
+4,338
4025
$210K ﹤0.01%
12,281
+2,897