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
4101
$175K ﹤0.01%
4,222
+1,067
4102
$175K ﹤0.01%
+5,937
4103
$175K ﹤0.01%
47,557
-166,114
4104
$175K ﹤0.01%
13,440
-428,701
4105
$175K ﹤0.01%
11,448
-3,767
4106
$175K ﹤0.01%
41,374
-6,535
4107
$174K ﹤0.01%
6,033
-2,490
4108
$173K ﹤0.01%
54,423
+19,761
4109
$173K ﹤0.01%
11,227
+2,650
4110
$173K ﹤0.01%
10,618
-9,961
4111
$172K ﹤0.01%
1,165
+85
4112
$171K ﹤0.01%
5,078
-7,084
4113
$171K ﹤0.01%
58,242
+9,500
4114
$169K ﹤0.01%
109,248
-282,677
4115
$169K ﹤0.01%
120,737
-518,905
4116
$169K ﹤0.01%
59,339
-146,237
4117
$168K ﹤0.01%
4,269
4118
$168K ﹤0.01%
54,705
-31,072
4119
$167K ﹤0.01%
10,562
-4,185
4120
$167K ﹤0.01%
7,265
-1,126
4121
$167K ﹤0.01%
11,196
+2,809
4122
$167K ﹤0.01%
25,285
-20,401
4123
$167K ﹤0.01%
+10,710
4124
$167K ﹤0.01%
33,105
-9,847
4125
$166K ﹤0.01%
56,222
-49,318