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 25.26%
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
2126
$8.7M ﹤0.01%
53,994
-232
2127
$8.69M ﹤0.01%
224,556
-3,576
2128
$8.69M ﹤0.01%
381,529
+5,308
2129
$8.61M ﹤0.01%
150,428
-15,867
2130
$8.61M ﹤0.01%
212,589
-13,599
2131
$8.6M ﹤0.01%
347,205
-94,526
2132
$8.59M ﹤0.01%
405,359
-37,271
2133
$8.58M ﹤0.01%
4,400,905
+3,125,444
2134
$8.57M ﹤0.01%
797,602
-87,548
2135
$8.54M ﹤0.01%
192,057
+1,095
2136
$8.53M ﹤0.01%
343,288
+240,301
2137
$8.53M ﹤0.01%
345,716
+26,659
2138
$8.51M ﹤0.01%
610,238
-77,573
2139
$8.5M ﹤0.01%
311,811
-89,897
2140
$8.47M ﹤0.01%
96,568
+30,077
2141
$8.45M ﹤0.01%
100,061
+67,550
2142
$8.43M ﹤0.01%
137,317
-2,076
2143
$8.4M ﹤0.01%
79,943
-5,741
2144
$8.4M ﹤0.01%
86,397
-44,252
2145
$8.39M ﹤0.01%
646,122
+429,856
2146
$8.36M ﹤0.01%
406,149
-28,247
2147
$8.34M ﹤0.01%
324,679
-41,353
2148
$8.33M ﹤0.01%
788,129
-135,673
2149
$8.33M ﹤0.01%
200,000
2150
$8.32M ﹤0.01%
247,250
-3,328