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
4351
$100K ﹤0.01%
4,947
-252
4352
$99.9K ﹤0.01%
+1,931
4353
$99.8K ﹤0.01%
61,579
-175,077
4354
$99.5K ﹤0.01%
85,805
+28,352
4355
$99.1K ﹤0.01%
21,317
-16,725
4356
$99.1K ﹤0.01%
1,939
-35
4357
$98.7K ﹤0.01%
93,126
-221,351
4358
$98.6K ﹤0.01%
6,346
-50,648
4359
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22,077
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4360
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24,233
-2,395
4361
$98.2K ﹤0.01%
2,994
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4362
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4363
0
4364
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4365
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5,892
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4366
$97.4K ﹤0.01%
1,620
-4,488
4367
$97.3K ﹤0.01%
1,184
-2,981
4368
$96.6K ﹤0.01%
31,172
-12,242
4369
$96.5K ﹤0.01%
38,285
+792
4370
$96K ﹤0.01%
400,000
-11,861
4371
$96K ﹤0.01%
983
-40
4372
$95.7K ﹤0.01%
16,364
-50,649
4373
$95.3K ﹤0.01%
2,168
-5,540
4374
$94.5K ﹤0.01%
14,025
-107,000
4375
$94.3K ﹤0.01%
+29,837