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
1776
$13.7M ﹤0.01%
378,444
-41,588
1777
$13.6M ﹤0.01%
530,359
-128,481
1778
$13.6M ﹤0.01%
160,209
+20,795
1779
$13.6M ﹤0.01%
275,182
-17,499
1780
$13.6M ﹤0.01%
276,740
+220
1781
$13.6M ﹤0.01%
623,043
+143,536
1782
$13.6M ﹤0.01%
97,183
+1,116
1783
$13.6M ﹤0.01%
536,760
-119,175
1784
$13.6M ﹤0.01%
169,396
+86,470
1785
$13.6M ﹤0.01%
363,845
+54,747
1786
$13.6M ﹤0.01%
191,250
+5,802
1787
$13.6M ﹤0.01%
1,380,372
+522,149
1788
$13.5M ﹤0.01%
258,188
-27,351
1789
$13.5M ﹤0.01%
1,500,000
+1,450,000
1790
$13.5M ﹤0.01%
227,584
-133,747
1791
$13.5M ﹤0.01%
410,680
-167,381
1792
$13.5M ﹤0.01%
97,017
+2,707
1793
$13.4M ﹤0.01%
2,478,174
+2,167,308
1794
$13.4M ﹤0.01%
337,148
-99,680
1795
$13.4M ﹤0.01%
382,096
+69
1796
$13.3M ﹤0.01%
407,073
+94,084
1797
$13.3M ﹤0.01%
236,990
+18,627
1798
$13.3M ﹤0.01%
263,892
+177,772
1799
$13.3M ﹤0.01%
822,851
+30,867
1800
$13.3M ﹤0.01%
498,331
-6,173