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
5026
0
5027
0
5028
$28K ﹤0.01%
750
+124
5029
$28K ﹤0.01%
5,637
-197,152
5030
$28K ﹤0.01%
1,300
+1,200
5031
0
5032
$27K ﹤0.01%
+4,237
5033
$27K ﹤0.01%
1,459
+1,195
5034
$27K ﹤0.01%
3,845
5035
$27K ﹤0.01%
+392
5036
$27K ﹤0.01%
13,600
+8,600
5037
$27K ﹤0.01%
1,060
+1,047
5038
$27K ﹤0.01%
4,412
+4,331
5039
$27K ﹤0.01%
+860
5040
0
5041
$26K ﹤0.01%
515
5042
$26K ﹤0.01%
566
5043
$26K ﹤0.01%
802
+599
5044
$26K ﹤0.01%
776
+3
5045
$26K ﹤0.01%
+351
5046
$26K ﹤0.01%
261
+234
5047
$26K ﹤0.01%
2,581
5048
0
5049
0
5050
$26K ﹤0.01%
+2,537