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
4301
$111K ﹤0.01%
2,885
-245
4302
$111K ﹤0.01%
15,997
+15,988
4303
$111K ﹤0.01%
2,732
+232
4304
$111K ﹤0.01%
6,069
+622
4305
$111K ﹤0.01%
6,393
-9,485
4306
$111K ﹤0.01%
2,535
-6
4307
$111K ﹤0.01%
3,790
+2,911
4308
$110K ﹤0.01%
568
-1,336
4309
$110K ﹤0.01%
+4,824
4310
$109K ﹤0.01%
+2,830
4311
$109K ﹤0.01%
57,511
-352,248
4312
$109K ﹤0.01%
5,565
+4,751
4313
$109K ﹤0.01%
11,227
-22,518
4314
$109K ﹤0.01%
3,215
-15,553
4315
$109K ﹤0.01%
27,301
-12,892
4316
$109K ﹤0.01%
6,825
-8,657
4317
$109K ﹤0.01%
11,874
-22,759
4318
$108K ﹤0.01%
9,932
-19,454
4319
$108K ﹤0.01%
+4,396
4320
$108K ﹤0.01%
4,280
-7,783
4321
$108K ﹤0.01%
59,502
-103,893
4322
$107K ﹤0.01%
27,722
-4,070
4323
$107K ﹤0.01%
35,668
-50,110
4324
$107K ﹤0.01%
24,711
+2,467
4325
$107K ﹤0.01%
+3,300