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
2051
$9.39M ﹤0.01%
379,033
+3,135
2052
$9.38M ﹤0.01%
27,065
+21,258
2053
$9.38M ﹤0.01%
186,666
+35,609
2054
$9.36M ﹤0.01%
379,765
+88,794
2055
$9.32M ﹤0.01%
128,300
-830
2056
$9.3M ﹤0.01%
79,706
+27,167
2057
$9.26M ﹤0.01%
787,429
+410,690
2058
$9.26M ﹤0.01%
50,000
+37,261
2059
$9.25M ﹤0.01%
158,591
+59,870
2060
$9.25M ﹤0.01%
55,072
-68,153
2061
$9.25M ﹤0.01%
231,033
-12,900
2062
$9.24M ﹤0.01%
442,426
-205,833
2063
$9.23M ﹤0.01%
705,745
-289,920
2064
$9.23M ﹤0.01%
91,193
+5,137
2065
$9.21M ﹤0.01%
68,968
+3,981
2066
$9.18M ﹤0.01%
116,197
-26,885
2067
$9.17M ﹤0.01%
111,779
-24,190
2068
$9.15M ﹤0.01%
96,152
-14,951
2069
$9.12M ﹤0.01%
351,787
+4,572
2070
$9.11M ﹤0.01%
80,100
+1,951
2071
$9.11M ﹤0.01%
195,643
+30,966
2072
$9.09M ﹤0.01%
219,870
+15,601
2073
$9.02M ﹤0.01%
63,372
+4,784
2074
$9.01M ﹤0.01%
220,407
-107,468
2075
$9.01M ﹤0.01%
+900,000