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
1501
$21.1M ﹤0.01%
346,400
+146,188
1502
$21.1M ﹤0.01%
1,157,713
+434,745
1503
$21.1M ﹤0.01%
541,453
+196,731
1504
$21M ﹤0.01%
64,194
+1,037
1505
$21M ﹤0.01%
1,043,446
+49,509
1506
$21M ﹤0.01%
216,095
-26,387
1507
$20.9M ﹤0.01%
254,990
+13,554
1508
$20.9M ﹤0.01%
76,621
+58,858
1509
$20.9M ﹤0.01%
256,162
+133,063
1510
$20.8M ﹤0.01%
178,115
-2,154
1511
$20.8M ﹤0.01%
272,416
+21,791
1512
$20.8M ﹤0.01%
518,002
-10,623
1513
$20.8M ﹤0.01%
124,840
+27,206
1514
$20.7M ﹤0.01%
237,925
-6,030
1515
$20.7M ﹤0.01%
131,581
+19,443
1516
$20.6M ﹤0.01%
206,919
+56,503
1517
$20.6M ﹤0.01%
304,281
-116,719
1518
$20.6M ﹤0.01%
118,422
+3,099
1519
$20.6M ﹤0.01%
1,044,642
+461,680
1520
$20.6M ﹤0.01%
986,818
+126,699
1521
$20.5M ﹤0.01%
530,186
+417,137
1522
$20.5M ﹤0.01%
878,224
-1,887,509
1523
$20.5M ﹤0.01%
338,382
+100,688
1524
$20.5M ﹤0.01%
1,165,686
-38,951
1525
$20.5M ﹤0.01%
38,205
-9,447