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
2401
$5.3M ﹤0.01%
47,909
-1,651
2402
$5.28M ﹤0.01%
125,803
+78,961
2403
$5.27M ﹤0.01%
308,156
-101,279
2404
$5.24M ﹤0.01%
96,017
+63,015
2405
$5.24M ﹤0.01%
139,693
+137,650
2406
$5.24M ﹤0.01%
98,808
+2,583
2407
$5.21M ﹤0.01%
527,736
+1,553
2408
$5.19M ﹤0.01%
221,665
-58,925
2409
$5.18M ﹤0.01%
70,336
+10,277
2410
$5.17M ﹤0.01%
676,218
-101,421
2411
$5.17M ﹤0.01%
407,381
+255,594
2412
$5.16M ﹤0.01%
54,834
-9,613
2413
$5.16M ﹤0.01%
33,213
+7,204
2414
$5.16M ﹤0.01%
999,277
-330,604
2415
$5.14M ﹤0.01%
92,581
-6,174
2416
$5.12M ﹤0.01%
545,291
-68,505
2417
$5.12M ﹤0.01%
27,928
+1,991
2418
$5.11M ﹤0.01%
362,635
-40,458
2419
$5.11M ﹤0.01%
277,080
+4,148
2420
$5.1M ﹤0.01%
66,251
-7,440
2421
$5.1M ﹤0.01%
522,976
+400,000
2422
$5.08M ﹤0.01%
520,515
-5,513
2423
$5.05M ﹤0.01%
65,689
-2,233
2424
$5.04M ﹤0.01%
624,378
+5,545
2425
$5.04M ﹤0.01%
433,311
-21,205