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
4276
$227K ﹤0.01%
6,601
+1,080
4277
$227K ﹤0.01%
6,743
+5,584
4278
$225K ﹤0.01%
27,862
-220,602
4279
$225K ﹤0.01%
3,850
+2,146
4280
$225K ﹤0.01%
2,420
-1,252
4281
$225K ﹤0.01%
2,459
-592
4282
$224K ﹤0.01%
4,205
+2,705
4283
$224K ﹤0.01%
23,872
+6,354
4284
$223K ﹤0.01%
230,556
+13,791
4285
$223K ﹤0.01%
22,280
-221
4286
$223K ﹤0.01%
7,738
+1,426
4287
$223K ﹤0.01%
55,840
+29,391
4288
$222K ﹤0.01%
8,272
+2,785
4289
$222K ﹤0.01%
5,596
+2,587
4290
$222K ﹤0.01%
2,143
+829
4291
$221K ﹤0.01%
17,317
-3,870
4292
$220K ﹤0.01%
7,517
+862
4293
$218K ﹤0.01%
20,617
-4,046
4294
$218K ﹤0.01%
5,598
+1,650
4295
$216K ﹤0.01%
11,077
+1,034
4296
$216K ﹤0.01%
30,248
+15,248
4297
$215K ﹤0.01%
11,259
+1,939
4298
$215K ﹤0.01%
9,229
+1,940
4299
$215K ﹤0.01%
94,302
+1,595
4300
$215K ﹤0.01%
11,889
+5,178