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
1101
$46M 0.01%
912,126
+63,346
1102
$45.7M 0.01%
588,047
+54,507
1103
$45.7M 0.01%
816,536
+125,858
1104
$45.4M 0.01%
1,703,047
+141,315
1105
$44.8M 0.01%
485,723
-24,752
1106
$44.8M 0.01%
1,212,197
-53,527
1107
$44.7M 0.01%
1,505,534
-333,598
1108
$44.6M 0.01%
660,599
-389,709
1109
$44.5M 0.01%
542,480
-5,341,078
1110
$44.5M 0.01%
2,112,615
+29,927
1111
$44.2M 0.01%
4,731,964
-5,638,649
1112
$44M 0.01%
402,100
-148,986
1113
$44M 0.01%
152,017
+37,700
1114
$43.9M 0.01%
486,449
+26,870
1115
$43.9M 0.01%
489,010
+9,630
1116
$43.8M 0.01%
+1,127,457
1117
$43.8M 0.01%
417,759
+3,301
1118
$43.7M 0.01%
1,600,689
+1,299,679
1119
$43.7M 0.01%
1,509,430
+1,221,140
1120
$43.6M 0.01%
1,484,931
-46,250
1121
$43.6M 0.01%
5,292,725
-9,493,959
1122
$43.5M 0.01%
134,104
-5,968
1123
$43.5M 0.01%
2,096,767
+568,799
1124
$43.5M 0.01%
1,194,703
+168,170
1125
$43.4M 0.01%
2,363,888
-2,033,427