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
1626
$17.1M ﹤0.01%
481,254
-1,612,574
1627
$17M ﹤0.01%
162,041
+27,488
1628
$17M ﹤0.01%
453,204
+89,877
1629
$17M ﹤0.01%
94,045
+26,746
1630
$16.9M ﹤0.01%
+629,440
1631
$16.9M ﹤0.01%
73,336
+10
1632
$16.9M ﹤0.01%
63,316
-3,970
1633
$16.9M ﹤0.01%
354,262
-60,158
1634
$16.8M ﹤0.01%
873,694
+15,527
1635
$16.8M ﹤0.01%
157,530
+54,083
1636
$16.7M ﹤0.01%
678,639
+201,802
1637
$16.7M ﹤0.01%
482,177
-34,295
1638
$16.7M ﹤0.01%
198,140
-2,247
1639
$16.6M ﹤0.01%
+2,334,778
1640
$16.6M ﹤0.01%
89,081
-3,402
1641
$16.6M ﹤0.01%
3,574,317
+639,306
1642
$16.5M ﹤0.01%
26,275
+456
1643
$16.5M ﹤0.01%
448,111
-69,072
1644
$16.5M ﹤0.01%
50,207
-27,971
1645
$16.5M ﹤0.01%
286,933
+64,978
1646
$16.5M ﹤0.01%
498,731
-132,439
1647
$16.4M ﹤0.01%
636,749
+1,599
1648
$16.4M ﹤0.01%
362,163
+4,581
1649
$16.3M ﹤0.01%
411,771
+160,016
1650
$16.3M ﹤0.01%
225,739
+693