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
1851
$12.4M ﹤0.01%
525,729
-6,753
1852
$12.4M ﹤0.01%
253,550
+29,674
1853
$12.4M ﹤0.01%
458,614
+42,244
1854
$12.4M ﹤0.01%
339,335
+14,712
1855
$12.4M ﹤0.01%
238,855
-22,973
1856
$12.4M ﹤0.01%
243,746
-87,552
1857
$12.4M ﹤0.01%
135,924
-6,371
1858
$12.4M ﹤0.01%
238,998
+65,576
1859
$12.4M ﹤0.01%
182,636
+54,685
1860
$12.4M ﹤0.01%
1,558,024
-41,887
1861
$12.4M ﹤0.01%
148,097
-11,114
1862
$12.3M ﹤0.01%
160,685
-9,196
1863
$12.3M ﹤0.01%
338,637
+82,616
1864
$12.2M ﹤0.01%
511,083
+102,122
1865
$12.2M ﹤0.01%
127,779
+18,410
1866
$12.2M ﹤0.01%
624,015
-3,919,322
1867
$12.2M ﹤0.01%
136,922
+23,271
1868
$12.1M ﹤0.01%
133,678
+67,683
1869
$12.1M ﹤0.01%
678,928
-235,697
1870
$12.1M ﹤0.01%
134,473
+103,169
1871
$12.1M ﹤0.01%
391,098
+8,579
1872
$12.1M ﹤0.01%
+5,502
1873
$12M ﹤0.01%
283,686
+63,633
1874
$12M ﹤0.01%
503,988
-32,121
1875
0