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
2151
$8.32M ﹤0.01%
129,730
+48,950
2152
$8.32M ﹤0.01%
1,108,727
+26,622
2153
$8.31M ﹤0.01%
2,474,294
-1,146,754
2154
$8.3M ﹤0.01%
506,204
+368,845
2155
$8.29M ﹤0.01%
380,778
-3,869
2156
$8.28M ﹤0.01%
212,071
-76,292
2157
$8.27M ﹤0.01%
439,685
-337,454
2158
$8.27M ﹤0.01%
306,330
+258,825
2159
$8.26M ﹤0.01%
1,686,372
+726,724
2160
$8.26M ﹤0.01%
404,051
-131,320
2161
$8.26M ﹤0.01%
113,875
-16,386
2162
$8.25M ﹤0.01%
1,691,352
+198,302
2163
$8.24M ﹤0.01%
+166,500
2164
$8.24M ﹤0.01%
307,684
-24,191
2165
$8.2M ﹤0.01%
83,754
-956
2166
$8.18M ﹤0.01%
48,456
+12,638
2167
$8.17M ﹤0.01%
87,781
-11,901
2168
$8.16M ﹤0.01%
202,737
-50,091
2169
$8.14M ﹤0.01%
486,806
+124,481
2170
$8.14M ﹤0.01%
88,636
-8,346
2171
$8.12M ﹤0.01%
245,953
+29,356
2172
$8.09M ﹤0.01%
313,654
+92,892
2173
$8.08M ﹤0.01%
394,772
-66,353
2174
$8.06M ﹤0.01%
952,841
-108,552
2175
$8.04M ﹤0.01%
547,804
-98,312