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
$773B
AUM Growth
-$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,341
New
Increased
Reduced
Closed

Top Buys

1 +$2.22B
2 +$2.05B
3 +$1.78B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.63B
5
XOM icon
Exxon Mobil
XOM
+$1.6B

Top Sells

1 +$3.92B
2 +$1.35B
3 +$1.22B
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.13B
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.03B

Sector Composition

1 Technology 17.24%
2 Healthcare 11.68%
3 Financials 11.59%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$6.58M ﹤0.01%
669,265
-131,376
2252
$6.58M ﹤0.01%
674,663
-27,830
2253
$6.56M ﹤0.01%
155,511
-23,708
2254
$6.56M ﹤0.01%
998,615
+284,339
2255
$6.56M ﹤0.01%
114,347
-32,130
2256
$6.54M ﹤0.01%
258,151
+249,405
2257
$6.53M ﹤0.01%
38,240
-10,387
2258
$6.52M ﹤0.01%
158,793
+110,909
2259
$6.52M ﹤0.01%
422,918
-118,328
2260
$6.46M ﹤0.01%
297,110
+130,787
2261
$6.45M ﹤0.01%
16,610
+333
2262
$6.45M ﹤0.01%
800,962
+665,221
2263
$6.42M ﹤0.01%
498,796
-86,211
2264
$6.42M ﹤0.01%
185,230
+14,774
2265
$6.41M ﹤0.01%
292,108
-969
2266
$6.4M ﹤0.01%
25,799
-4,576
2267
$6.37M ﹤0.01%
83,761
-63,593
2268
$6.37M ﹤0.01%
145,519
+11,661
2269
$6.37M ﹤0.01%
354,255
+47,214
2270
$6.37M ﹤0.01%
469,048
-79,841
2271
$6.37M ﹤0.01%
652,855
-25,557
2272
$6.36M ﹤0.01%
59,288
+1,136
2273
$6.36M ﹤0.01%
60,454
-6,039
2274
$6.36M ﹤0.01%
107,210
+33,634
2275
$6.36M ﹤0.01%
+649,906