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
4776
$33.5K ﹤0.01%
394
4777
$33.4K ﹤0.01%
956
-1,648
4778
$33.4K ﹤0.01%
9,843
-5,300
4779
$33.3K ﹤0.01%
300,000
4780
0
4781
$33.2K ﹤0.01%
6,158
-9,694
4782
$33.1K ﹤0.01%
700
4783
$32.9K ﹤0.01%
330
4784
$32.8K ﹤0.01%
2,429
4785
$32.7K ﹤0.01%
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4786
$32.7K ﹤0.01%
13,913
+1,197
4787
$32.7K ﹤0.01%
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4788
$32.6K ﹤0.01%
+1,436
4789
$32.4K ﹤0.01%
+500
4790
$32.4K ﹤0.01%
10,862
-20,861
4791
$32.4K ﹤0.01%
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4792
$32.3K ﹤0.01%
20,686
-13,168
4793
$32.3K ﹤0.01%
450
4794
0
4795
$32K ﹤0.01%
2,376
-6,000
4796
$31.9K ﹤0.01%
242,533
+203,544
4797
$31.9K ﹤0.01%
13,075
-58,109
4798
$31.8K ﹤0.01%
4,874
-8,836
4799
$31.7K ﹤0.01%
498
-28
4800
$31.7K ﹤0.01%
6,000