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
4601
$58K ﹤0.01%
18,020
-31,603
4602
$58K ﹤0.01%
15,721
-11,139
4603
$57.6K ﹤0.01%
19,123
+15,441
4604
$57.5K ﹤0.01%
12,988
-21,511
4605
$56.8K ﹤0.01%
20,000
4606
$56.7K ﹤0.01%
+2,208
4607
$56.5K ﹤0.01%
2,220
-2,395
4608
$56.5K ﹤0.01%
2,281
-2,120
4609
$56.4K ﹤0.01%
131,138
4610
$56.3K ﹤0.01%
1,385
+655
4611
$56K ﹤0.01%
27,611
+2,607
4612
$55.9K ﹤0.01%
592
4613
$55.6K ﹤0.01%
12,786
+777
4614
$55.5K ﹤0.01%
3,766
+3,645
4615
$55.4K ﹤0.01%
4,437
+579
4616
$55.2K ﹤0.01%
1,105
+444
4617
$55.1K ﹤0.01%
1,597
4618
$54.9K ﹤0.01%
2,099
-3,752
4619
$54.8K ﹤0.01%
+1,698
4620
$54.8K ﹤0.01%
10,633
+1,412
4621
$54.7K ﹤0.01%
18,048
-9,436
4622
$54.6K ﹤0.01%
9,622
-60,655
4623
$54.4K ﹤0.01%
32,592
-24,389
4624
$54.3K ﹤0.01%
5,361
+4,618
4625
$54.1K ﹤0.01%
3,396
+352