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
1951
$10.8M ﹤0.01%
921,061
-10,267
1952
$10.8M ﹤0.01%
383,561
-43,057
1953
$10.8M ﹤0.01%
134,664
+55,880
1954
$10.8M ﹤0.01%
257,818
+33,014
1955
$10.7M ﹤0.01%
260,842
-1,746,639
1956
$10.7M ﹤0.01%
72,951
-1,742
1957
$10.7M ﹤0.01%
1,299,642
-466,886
1958
$10.7M ﹤0.01%
203,465
-169,538
1959
$10.7M ﹤0.01%
589,008
-75,739
1960
$10.7M ﹤0.01%
414,966
-10,627
1961
$10.7M ﹤0.01%
241,675
-86,002
1962
$10.6M ﹤0.01%
305,745
+755
1963
$10.6M ﹤0.01%
2,213,096
+936,522
1964
$10.6M ﹤0.01%
116,870
+2,725
1965
$10.6M ﹤0.01%
215,342
+201,056
1966
$10.6M ﹤0.01%
1,777,843
+1,107,121
1967
$10.6M ﹤0.01%
508,164
-146,833
1968
$10.6M ﹤0.01%
216,016
+171,543
1969
$10.6M ﹤0.01%
466,907
-368,450
1970
$10.6M ﹤0.01%
103,868
-31,815
1971
$10.5M ﹤0.01%
248,861
+112,345
1972
$10.5M ﹤0.01%
95,806
+28,224
1973
$10.5M ﹤0.01%
670,029
+218,592
1974
$10.5M ﹤0.01%
245,695
+15,150
1975
$10.5M ﹤0.01%
265,196
+26,005