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
51
$3.23B 0.37%
4,843,831
+308,010
52
$3.13B 0.36%
43,488,650
-5,076,960
53
$3.05B 0.35%
36,315,426
-1,269,603
54
$3.03B 0.35%
17,565,701
+1,145,265
55
$2.99B 0.35%
25,471,743
+2,695,607
56
$2.94B 0.34%
75,257,868
+24,967,674
57
$2.92B 0.34%
4,533,172
+1,207,800
58
$2.9B 0.33%
4,591,529
+489,084
59
$2.88B 0.33%
18,399,141
-702,901
60
$2.72B 0.31%
39,806,813
+3,773,675
61
$2.67B 0.31%
26,042,208
+4,407,715
62
$2.67B 0.31%
15,376,100
+474,534
63
$2.6B 0.3%
15,484,039
+1,173,002
64
$2.59B 0.3%
46,028,510
+4,199,583
65
$2.57B 0.3%
11,970,908
+237,391
66
$2.53B 0.29%
8,449,312
-3,101
67
$2.52B 0.29%
12,566,367
-78,047
68
$2.5B 0.29%
1,042,624
-43,596
69
$2.49B 0.29%
28,880,619
-797,942
70
$2.48B 0.29%
5,974,918
+122,131
71
$2.47B 0.29%
11,029,713
-2,755,630
72
$2.44B 0.28%
17,305,527
+1,932,121
73
$2.42B 0.28%
7,904,762
-59,585
74
$2.37B 0.27%
1,757,397
-45,073
75
$2.3B 0.27%
70,544,620
+106,160