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
4176
$149K ﹤0.01%
42,700
-25,792
4177
$148K ﹤0.01%
21,387
-37,104
4178
$148K ﹤0.01%
55,300
+55,000
4179
$148K ﹤0.01%
43,327
-1,079,980
4180
$148K ﹤0.01%
14,463
+2,947
4181
$148K ﹤0.01%
7,105
-19,975
4182
$147K ﹤0.01%
14,934
-16,317
4183
$147K ﹤0.01%
6,129
-8,373
4184
$147K ﹤0.01%
17,847
-18,281
4185
$146K ﹤0.01%
17,754
-64,187
4186
$146K ﹤0.01%
6,267
-16,829
4187
$145K ﹤0.01%
11,857
-19,953
4188
$145K ﹤0.01%
8,655
+916
4189
$145K ﹤0.01%
14,843
-49,430
4190
$145K ﹤0.01%
11,366
-19,951
4191
$145K ﹤0.01%
4,640
-79,596
4192
$144K ﹤0.01%
5,803
-13,441
4193
$144K ﹤0.01%
12,500
4194
$144K ﹤0.01%
13,529
-5,781
4195
$144K ﹤0.01%
8,005
-11,635
4196
$143K ﹤0.01%
4,048
-22,003
4197
$143K ﹤0.01%
23,320
+6,742
4198
$143K ﹤0.01%
7,596
+4,116
4199
$143K ﹤0.01%
2,104
-2,938
4200
$142K ﹤0.01%
13,405
-30,566