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
4301
$215K ﹤0.01%
+8,522
4302
$214K ﹤0.01%
20,165
-67,993
4303
$214K ﹤0.01%
2,440
4304
$214K ﹤0.01%
+982
4305
$214K ﹤0.01%
5,819
+5,176
4306
$213K ﹤0.01%
4,304
+2,710
4307
0
4308
$211K ﹤0.01%
+3,560
4309
$211K ﹤0.01%
2,700
4310
$210K ﹤0.01%
2,181
-2,260
4311
$210K ﹤0.01%
21,035
+10,941
4312
$210K ﹤0.01%
30,904
+385
4313
$210K ﹤0.01%
29,733
+25,803
4314
$210K ﹤0.01%
71,027
+31,275
4315
$209K ﹤0.01%
+65,014
4316
$209K ﹤0.01%
2,473
-589
4317
$208K ﹤0.01%
35,099
+15,979
4318
$208K ﹤0.01%
+22,201
4319
$208K ﹤0.01%
24,057
+1,316
4320
$207K ﹤0.01%
1,276
+1,275
4321
$207K ﹤0.01%
20,500
-7,500
4322
$206K ﹤0.01%
40,097
+6,490
4323
$205K ﹤0.01%
9,980
+9,262
4324
$205K ﹤0.01%
199,204
+109,887
4325
$204K ﹤0.01%
1,563
-7,787