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
1551
$19.3M ﹤0.01%
789,813
-29,769
1552
$19.3M ﹤0.01%
785,669
-25,489
1553
$19.3M ﹤0.01%
71,697
+3,511
1554
$19.3M ﹤0.01%
506,603
+109,780
1555
$19.2M ﹤0.01%
978,519
-35,687
1556
$19.2M ﹤0.01%
252,657
+91,770
1557
$19.2M ﹤0.01%
625,991
+46,027
1558
$19.2M ﹤0.01%
840,449
-25,841
1559
$19.2M ﹤0.01%
1,244,324
-15,525
1560
$19.2M ﹤0.01%
361,659
+28,045
1561
$19.1M ﹤0.01%
764,142
+132,779
1562
$19.1M ﹤0.01%
748,125
-91,713
1563
$19.1M ﹤0.01%
2,462,891
+861,754
1564
$19.1M ﹤0.01%
207,200
+32,519
1565
$19.1M ﹤0.01%
900,560
-8,364
1566
$19M ﹤0.01%
179,682
+11,677
1567
$19M ﹤0.01%
1,785,773
+101,541
1568
$19M ﹤0.01%
345,946
+9,769
1569
$19M ﹤0.01%
1,363,705
-32,593
1570
$19M ﹤0.01%
316,490
-25,828
1571
$18.9M ﹤0.01%
830,133
-23,546
1572
$18.9M ﹤0.01%
373,883
-7,187
1573
$18.9M ﹤0.01%
574,948
+122,523
1574
$18.9M ﹤0.01%
1,265,428
-97,131
1575
$18.9M ﹤0.01%
1,342,685
+924,538