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
701
$131M 0.02%
1,976,980
+130,776
702
$131M 0.02%
1,844,509
+1,080,931
703
$130M 0.02%
3,594,298
+289,609
704
$130M 0.02%
2,484,928
+102,022
705
$130M 0.02%
276,673
+42,773
706
$129M 0.01%
2,058,359
+1,258,924
707
$129M 0.01%
1,970,107
-393,625
708
$129M 0.01%
2,792,620
-553,115
709
$129M 0.01%
2,394,769
+53,367
710
$129M 0.01%
1,478,373
+14,481
711
$129M 0.01%
4,715,369
-87,489
712
$128M 0.01%
3,017,672
-67,919
713
$127M 0.01%
1,433,072
-12,254
714
$127M 0.01%
552,120
-21,448
715
$127M 0.01%
4,534,272
+1,949,065
716
$127M 0.01%
1,613,570
-8,554
717
$127M 0.01%
7,109,347
-371,944
718
$126M 0.01%
1,104,151
+167,264
719
$126M 0.01%
859,378
+86,668
720
$126M 0.01%
3,756,939
+61,651
721
$126M 0.01%
939,465
-73,178
722
$126M 0.01%
3,375,189
-5,257,077
723
$126M 0.01%
2,437,549
+143,567
724
$126M 0.01%
831,940
-26,573
725
$125M 0.01%
679,871
+203,804