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
2301
$6.29M ﹤0.01%
467,723
-158,783
2302
$6.29M ﹤0.01%
248,256
2303
$6.29M ﹤0.01%
286,437
-192,494
2304
$6.29M ﹤0.01%
104,752
+24,058
2305
$6.27M ﹤0.01%
85,153
+43,786
2306
$6.27M ﹤0.01%
1,575,877
-1,004,306
2307
$6.27M ﹤0.01%
314,509
+18,405
2308
$6.26M ﹤0.01%
211,461
-130,306
2309
$6.25M ﹤0.01%
448,321
-252,478
2310
$6.22M ﹤0.01%
164,764
-6,765
2311
$6.21M ﹤0.01%
56,872
+5,604
2312
$6.21M ﹤0.01%
67,212
+52,487
2313
$6.19M ﹤0.01%
160,876
+56,939
2314
$6.19M ﹤0.01%
346,060
+62,904
2315
$6.18M ﹤0.01%
261,425
-44,188
2316
$6.16M ﹤0.01%
620,486
+189,922
2317
$6.14M ﹤0.01%
40,600
-5,984
2318
$6.13M ﹤0.01%
204,265
-62,238
2319
$6.13M ﹤0.01%
154,003
-339,310
2320
$6.13M ﹤0.01%
118,635
+57,580
2321
$6.12M ﹤0.01%
285,735
-49,213
2322
$6.11M ﹤0.01%
295,965
-2,126
2323
$6.1M ﹤0.01%
184,814
-19,613
2324
$6.09M ﹤0.01%
+269,192
2325
$6.08M ﹤0.01%
147,376