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
4126
$310K ﹤0.01%
30,000
-204,557
4127
$309K ﹤0.01%
20,057
+4,918
4128
$309K ﹤0.01%
5,055
+2,123
4129
$308K ﹤0.01%
+6,043
4130
$308K ﹤0.01%
13,209
+5,761
4131
$307K ﹤0.01%
5,560
+419
4132
$307K ﹤0.01%
13,585
-169,899
4133
$307K ﹤0.01%
7,818
+5,600
4134
$306K ﹤0.01%
6,121
+1,121
4135
$306K ﹤0.01%
496
+272
4136
$304K ﹤0.01%
72,386
+56,784
4137
$304K ﹤0.01%
156,495
-1,626,359
4138
$304K ﹤0.01%
+955
4139
$303K ﹤0.01%
2,793
+2,273
4140
$302K ﹤0.01%
7,344
+2,523
4141
$302K ﹤0.01%
25,400
-600
4142
$301K ﹤0.01%
39,566
+9,796
4143
$300K ﹤0.01%
54,501
+2,506
4144
$300K ﹤0.01%
+14,492
4145
$300K ﹤0.01%
1,793
-28,479
4146
$298K ﹤0.01%
5,818
-1,172
4147
$297K ﹤0.01%
18,854
+972
4148
$297K ﹤0.01%
47,352
+2,043
4149
$295K ﹤0.01%
14,987
-11,509
4150
$295K ﹤0.01%
2,222
+233