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
1001
$59.9M 0.01%
3,837,341
+668,072
1002
$59.9M 0.01%
2,465,431
-146,686
1003
$59.3M 0.01%
732,588
-5,923
1004
$59.2M 0.01%
136,518
-8,283
1005
$58.9M 0.01%
808,233
-808,694
1006
$58.9M 0.01%
834,953
+21,517
1007
$58.9M 0.01%
+40,753
1008
$58.9M 0.01%
2,081,328
-127,670
1009
$58.8M 0.01%
155,933
-75,036
1010
$58.6M 0.01%
2,413,577
+82,638
1011
$58.6M 0.01%
1,233,926
+1,029
1012
$58.5M 0.01%
157,100
-46,388
1013
$58.5M 0.01%
771,899
+127,313
1014
$58.4M 0.01%
733,094
+106,582
1015
$58.4M 0.01%
1,075,708
+331,788
1016
$58.2M 0.01%
428,659
+63,053
1017
$57.8M 0.01%
2,032,921
+1,285,972
1018
$57.6M 0.01%
246,298
-62,779
1019
$57.3M 0.01%
178,568
+28,730
1020
$57.2M 0.01%
657,703
-720,935
1021
$57.1M 0.01%
6,254,766
+952,969
1022
$56.9M 0.01%
1,258,065
+1,180,772
1023
$56.7M 0.01%
441,045
-49,601
1024
$56.7M 0.01%
4,022,107
+3,734,464
1025
$56.6M 0.01%
936,016
-1,201,869