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
1601
$17.8M ﹤0.01%
250,391
-12,614
1602
$17.8M ﹤0.01%
726,270
+276,352
1603
$17.7M ﹤0.01%
381,383
+25,183
1604
$17.7M ﹤0.01%
134,897
-290,471
1605
$17.7M ﹤0.01%
51,652
+715
1606
$17.6M ﹤0.01%
163,513
+4,867
1607
$17.6M ﹤0.01%
471,575
+81,435
1608
$17.6M ﹤0.01%
425,372
+86,478
1609
$17.5M ﹤0.01%
707,257
+87,282
1610
$17.5M ﹤0.01%
40,077
-21,684
1611
$17.5M ﹤0.01%
378,036
-6,098
1612
$17.4M ﹤0.01%
311,890
-24,989
1613
$17.4M ﹤0.01%
307,467
+270,452
1614
$17.4M ﹤0.01%
311,202
+25,692
1615
$17.3M ﹤0.01%
246,591
-103,304
1616
$17.3M ﹤0.01%
96,892
+5,906
1617
$17.3M ﹤0.01%
73,135
-11,136
1618
$17.3M ﹤0.01%
999,840
+39,812
1619
$17.2M ﹤0.01%
+258,409
1620
$17.2M ﹤0.01%
283,806
+92,187
1621
$17.2M ﹤0.01%
581,009
-315,603
1622
$17.1M ﹤0.01%
661,170
+133,530
1623
$17.1M ﹤0.01%
142,126
+1,020
1624
$17.1M ﹤0.01%
219,155
+15,939
1625
$17.1M ﹤0.01%
356,048
+1,424