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
1226
$34.2M ﹤0.01%
687,331
-105,637
1227
$34.1M ﹤0.01%
+263,975
1228
$34.1M ﹤0.01%
1,237,633
+3,663
1229
$34M ﹤0.01%
936,836
+193,718
1230
$33.9M ﹤0.01%
1,064,471
-39,063
1231
$33.8M ﹤0.01%
1,185,715
-26,226
1232
$33.8M ﹤0.01%
276,506
+11,165
1233
$33.6M ﹤0.01%
303,953
+5,692
1234
$33.5M ﹤0.01%
1,533,281
+274,035
1235
$33.1M ﹤0.01%
174,154
-944,304
1236
$33M ﹤0.01%
294,760
+230,665
1237
$32.8M ﹤0.01%
610,191
+32,964
1238
$32.8M ﹤0.01%
1,022,246
-271
1239
$32.7M ﹤0.01%
376,022
+36,186
1240
$32.7M ﹤0.01%
292,978
-56,464
1241
$32.7M ﹤0.01%
1,392,342
+1,171,984
1242
$32.6M ﹤0.01%
567,612
+65,510
1243
$32.5M ﹤0.01%
969,861
-174,514
1244
$32.4M ﹤0.01%
1,559,709
+529,175
1245
$32.4M ﹤0.01%
422,604
+231,880
1246
$32.3M ﹤0.01%
877,298
-22,567
1247
$32.3M ﹤0.01%
1,281,701
-36,943
1248
$32.2M ﹤0.01%
481,620
+152,944
1249
$32.2M ﹤0.01%
394,021
-7,260
1250
$32.1M ﹤0.01%
571,098
-568,797