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
2426
$5.03M ﹤0.01%
513,330
-23,793
2427
$5.02M ﹤0.01%
71,578
+6,729
2428
$5.02M ﹤0.01%
200,000
2429
$5.01M ﹤0.01%
34,533
+20,530
2430
$5.01M ﹤0.01%
11,127
-3,219
2431
$5.01M ﹤0.01%
212,061
+69,270
2432
$5M ﹤0.01%
163,671
-36,496
2433
$5M ﹤0.01%
142,150
+96,290
2434
$4.99M ﹤0.01%
250,000
2435
$4.99M ﹤0.01%
253,057
+23,566
2436
$4.98M ﹤0.01%
72,624
-380
2437
$4.97M ﹤0.01%
147,158
-48,485
2438
$4.97M ﹤0.01%
131,861
+16,050
2439
$4.97M ﹤0.01%
305,441
+121,955
2440
$4.96M ﹤0.01%
208,588
+142,751
2441
$4.95M ﹤0.01%
182,671
+5,778
2442
$4.95M ﹤0.01%
500,000
2443
$4.95M ﹤0.01%
254,707
-43,750
2444
$4.94M ﹤0.01%
136,803
-66,988
2445
$4.94M ﹤0.01%
85,031
+33,178
2446
$4.93M ﹤0.01%
129,928
+2,098
2447
$4.93M ﹤0.01%
142,769
-2,649,447
2448
$4.91M ﹤0.01%
879,132
-78,114
2449
$4.9M ﹤0.01%
78,457
+59,711
2450
$4.9M ﹤0.01%
+199,600