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
2226
$7.34M ﹤0.01%
290,690
-33,140
2227
$7.34M ﹤0.01%
30,618
-821
2228
$7.34M ﹤0.01%
738,720
+415,155
2229
$7.32M ﹤0.01%
105,609
-60,758
2230
$7.31M ﹤0.01%
175,898
-31,825
2231
$7.3M ﹤0.01%
710,799
+185,799
2232
$7.28M ﹤0.01%
412,163
-1,216,750
2233
$7.26M ﹤0.01%
345,773
-56,768
2234
$7.24M ﹤0.01%
454,761
-317
2235
$7.24M ﹤0.01%
160,050
+122,989
2236
$7.23M ﹤0.01%
77,969
-707,505
2237
$7.23M ﹤0.01%
172,231
-349,788
2238
$7.22M ﹤0.01%
703,822
-810,858
2239
$7.21M ﹤0.01%
100,015
+16,650
2240
$7.19M ﹤0.01%
360,417
-185,924
2241
$7.18M ﹤0.01%
59,563
-3,348
2242
$7.17M ﹤0.01%
144,020
-4,724
2243
$7.17M ﹤0.01%
510,168
+61,538
2244
$7.16M ﹤0.01%
391,588
+183,048
2245
$7.16M ﹤0.01%
218,272
-99,917
2246
$7.16M ﹤0.01%
956,689
+933,034
2247
$7.11M ﹤0.01%
237,695
-25,075
2248
$7.09M ﹤0.01%
872,215
-32,111
2249
$7.09M ﹤0.01%
101,322
-4,634
2250
$7.07M ﹤0.01%
363,182
+76,315