JP Morgan Chase & Co

JP Morgan Chase & Co 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
$806B
AUM Growth
+$54.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,269
New
Increased
Reduced
Closed

Top Buys

1 +$2.27B
2 +$2.16B
3 +$1.15B
4
NXPI icon
NXP Semiconductors
NXPI
+$1.12B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$990M

Top Sells

1 +$4.19B
2 +$2.33B
3 +$1.52B
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.27B
5
PYPL icon
PayPal
PYPL
+$1.01B

Sector Composition

1 Technology 18.04%
2 Financials 11.12%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$488K ﹤0.01%
189,888
+90,094
3902
$488K ﹤0.01%
+50,000
3903
$488K ﹤0.01%
+50,000
3904
$487K ﹤0.01%
12,969
+6,011
3905
$487K ﹤0.01%
+48,685
3906
$487K ﹤0.01%
124,003
+123,053
3907
$487K ﹤0.01%
+50,000
3908
$487K ﹤0.01%
+50,000
3909
$487K ﹤0.01%
+49,989
3910
$487K ﹤0.01%
+50,000
3911
$487K ﹤0.01%
+50,000
3912
$487K ﹤0.01%
50,000
-49,000
3913
$487K ﹤0.01%
+50,000
3914
$486K ﹤0.01%
20,402
-5,655
3915
$486K ﹤0.01%
+50,000
3916
$486K ﹤0.01%
108,264
+57,268
3917
$486K ﹤0.01%
49,000
-305,527
3918
$485K ﹤0.01%
60,208
+13,856
3919
$485K ﹤0.01%
+50,000
3920
$485K ﹤0.01%
+50,000
3921
$482K ﹤0.01%
28,885
+16,385
3922
$482K ﹤0.01%
18,402
+4,716
3923
$480K ﹤0.01%
10,145
-8,335
3924
$477K ﹤0.01%
54,865
+4,506
3925
$477K ﹤0.01%
54,136
+18,027