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
1526
$20.5M ﹤0.01%
159,616
-36,645
1527
$20.4M ﹤0.01%
5,233,003
+1,277,445
1528
$20.3M ﹤0.01%
236,958
-280,663
1529
$20.3M ﹤0.01%
73,621
-539
1530
$20.1M ﹤0.01%
560,141
-83,238
1531
$20.1M ﹤0.01%
332,233
-14,264
1532
$20M ﹤0.01%
599,050
+63,507
1533
$20M ﹤0.01%
611,258
+132,799
1534
$20M ﹤0.01%
743,157
+204,051
1535
$20M ﹤0.01%
405,083
+122,865
1536
$20M ﹤0.01%
112,063
-37,646
1537
$19.8M ﹤0.01%
981,945
+31,950
1538
$19.8M ﹤0.01%
933,717
-73,367
1539
$19.8M ﹤0.01%
1,433,989
+351,978
1540
$19.7M ﹤0.01%
712,491
-35,237
1541
$19.6M ﹤0.01%
224,712
+4
1542
$19.6M ﹤0.01%
1,441,519
-46,170
1543
$19.6M ﹤0.01%
2,345,857
+986,600
1544
$19.5M ﹤0.01%
88,294
+15,529
1545
$19.4M ﹤0.01%
1,387,638
-18,690
1546
$19.4M ﹤0.01%
105,532
-5,987
1547
$19.4M ﹤0.01%
510,885
-14,315
1548
$19.4M ﹤0.01%
300,734
-57,419
1549
$19.4M ﹤0.01%
280,921
+4,834
1550
$19.3M ﹤0.01%
2,172,350
+507,994