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
1426
$23.5M ﹤0.01%
1,961,132
+204,436
1427
$23.5M ﹤0.01%
271,740
+175,199
1428
$23.5M ﹤0.01%
708,517
+645,939
1429
$23.5M ﹤0.01%
268,370
-38,165
1430
$23.4M ﹤0.01%
+1,220,473
1431
$23.4M ﹤0.01%
274,662
-129,699
1432
$23.3M ﹤0.01%
353,844
+316,319
1433
$23.3M ﹤0.01%
107,176
+11,808
1434
$23.3M ﹤0.01%
400,066
-1,115,017
1435
$23.2M ﹤0.01%
664,356
+121,391
1436
$23.2M ﹤0.01%
30,739
+573
1437
$23.2M ﹤0.01%
149,187
-13,698
1438
$23.2M ﹤0.01%
241,790
-1,436,345
1439
$23.1M ﹤0.01%
299,161
+1,879
1440
$23M ﹤0.01%
479,984
-12,719
1441
$22.9M ﹤0.01%
4,587,370
+1,257,443
1442
$22.8M ﹤0.01%
242,769
-65,467
1443
$22.8M ﹤0.01%
387,376
-523,039
1444
$22.8M ﹤0.01%
809,976
+50,355
1445
$22.8M ﹤0.01%
957,535
-47,707
1446
$22.8M ﹤0.01%
860,609
+858,890
1447
$22.7M ﹤0.01%
311,091
-300,671
1448
$22.7M ﹤0.01%
505,024
-131,908
1449
$22.6M ﹤0.01%
12,829
+513
1450
$22.6M ﹤0.01%
1,480,682
+424,714