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
2326
$6.07M ﹤0.01%
139,583
-19,447
2327
$6.07M ﹤0.01%
119,231
-16,209
2328
$6.06M ﹤0.01%
81,703
-38,537
2329
$6.04M ﹤0.01%
210,491
-38,328
2330
$6.04M ﹤0.01%
1,401,157
+8,201
2331
$6.02M ﹤0.01%
664,782
-88,308
2332
$5.99M ﹤0.01%
1,327,903
+270,731
2333
$5.98M ﹤0.01%
40,443
-3,432
2334
$5.97M ﹤0.01%
70,687
-21,991
2335
$5.97M ﹤0.01%
64,408
-734
2336
$5.96M ﹤0.01%
235,778
+128,422
2337
$5.95M ﹤0.01%
93,118
+13,040
2338
$5.93M ﹤0.01%
214,867
+34,970
2339
$5.91M ﹤0.01%
555,767
-247,282
2340
$5.91M ﹤0.01%
334,226
-11,086
2341
$5.9M ﹤0.01%
65,236
-67,902
2342
$5.9M ﹤0.01%
99,417
+13,033
2343
$5.9M ﹤0.01%
114,226
+86,499
2344
$5.89M ﹤0.01%
77,878
-4,975
2345
$5.89M ﹤0.01%
259,991
-24,266
2346
$5.88M ﹤0.01%
570,944
+213,065
2347
$5.87M ﹤0.01%
56,623
+1,410
2348
$5.85M ﹤0.01%
451,528
+161,815
2349
$5.84M ﹤0.01%
524,972
-342,920
2350
$5.83M ﹤0.01%
364,751
-15,846