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
4401
$90.2K ﹤0.01%
5,280
-46,714
4402
$90.2K ﹤0.01%
902
-55
4403
$90.1K ﹤0.01%
11,259
-22,530
4404
$89.9K ﹤0.01%
+1,900
4405
$89.9K ﹤0.01%
62,008
+33,658
4406
$89.7K ﹤0.01%
+52,778
4407
$89.5K ﹤0.01%
3,942
4408
$89.5K ﹤0.01%
17,204
-44,374
4409
$89.3K ﹤0.01%
2,199
-7
4410
$89.2K ﹤0.01%
3,016
-13,929
4411
$89.1K ﹤0.01%
6,126
4412
$89.1K ﹤0.01%
481
-249
4413
$89.1K ﹤0.01%
48,137
-142,628
4414
$88.9K ﹤0.01%
+3,198
4415
$88.9K ﹤0.01%
24,414
-39,444
4416
$88.7K ﹤0.01%
70,406
+55,568
4417
$88.6K ﹤0.01%
6,989
-18,174
4418
$88.6K ﹤0.01%
9,013
-15,624
4419
$88.4K ﹤0.01%
6,061
+2,655
4420
$88.4K ﹤0.01%
2,609
-10,554
4421
$88.1K ﹤0.01%
30,163
-48,362
4422
$88K ﹤0.01%
37,617
-26,384
4423
$87.8K ﹤0.01%
84,377
+37,411
4424
$87.7K ﹤0.01%
11,291
+1,902
4425
$87.6K ﹤0.01%
4,232
-49,867