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
4726
$40.4K ﹤0.01%
3,779
-21,218
4727
$40.1K ﹤0.01%
4,157
-4,301
4728
$40K ﹤0.01%
1,456
-5,282
4729
$40K ﹤0.01%
12,133
-19,926
4730
$40K ﹤0.01%
43,110
+8,995
4731
$40K ﹤0.01%
1,913
+1,313
4732
$39.7K ﹤0.01%
9,801
-34,138
4733
$39.6K ﹤0.01%
592
-3,724
4734
$39.4K ﹤0.01%
732
+686
4735
$39.4K ﹤0.01%
+2,302
4736
$39.4K ﹤0.01%
2,249
+178
4737
$39.3K ﹤0.01%
+6,992
4738
$39.2K ﹤0.01%
6,892
-18,235
4739
$39.2K ﹤0.01%
2,849
-2,026
4740
$39K ﹤0.01%
+1,767
4741
$38.9K ﹤0.01%
506
-1,622
4742
$38.8K ﹤0.01%
7,515
-3,198
4743
$38.4K ﹤0.01%
1,161
+739
4744
$38.2K ﹤0.01%
3,614
-197
4745
$38.1K ﹤0.01%
3,339
+2,445
4746
$37.9K ﹤0.01%
9,002
+1,793
4747
$37.8K ﹤0.01%
14,328
+1,045
4748
$37.8K ﹤0.01%
+1,860
4749
$37.6K ﹤0.01%
1,620
-1,450
4750
$37.3K ﹤0.01%
33,888
-10,129