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
4101
$325K ﹤0.01%
210,987
+108,065
4102
$324K ﹤0.01%
17,786
+15,283
4103
$322K ﹤0.01%
4,771
-895
4104
$322K ﹤0.01%
28,483
+3,972
4105
$322K ﹤0.01%
80,614
-3,569
4106
$322K ﹤0.01%
26,570
+4,479
4107
$321K ﹤0.01%
18,114
+4,696
4108
$319K ﹤0.01%
+21,209
4109
$319K ﹤0.01%
18,590
+10,090
4110
$318K ﹤0.01%
3,243
-161
4111
$318K ﹤0.01%
3,608
-2,270
4112
$316K ﹤0.01%
14,100
-56,693
4113
$314K ﹤0.01%
42,212
+16,176
4114
$314K ﹤0.01%
+16,059
4115
$314K ﹤0.01%
2,352
+1,583
4116
$314K ﹤0.01%
6,076
+1,932
4117
$313K ﹤0.01%
+10,045
4118
$313K ﹤0.01%
+13,101
4119
$313K ﹤0.01%
31,530
4120
$312K ﹤0.01%
5,000
4121
$311K ﹤0.01%
16,468
+8,054
4122
$311K ﹤0.01%
8,679
-126
4123
$311K ﹤0.01%
28,472
+20,620
4124
$310K ﹤0.01%
37,800
+26,303
4125
$310K ﹤0.01%
17,473
+9,000