JP Morgan Chase

JP Morgan Chase 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
2501
$4.8M ﹤0.01%
322,409
+47,717
2502
$4.79M ﹤0.01%
207,107
+12,270
2503
$4.78M ﹤0.01%
81,308
-27,195
2504
$4.78M ﹤0.01%
49,560
+18,565
2505
$4.76M ﹤0.01%
113,070
-58,675
2506
$4.76M ﹤0.01%
396,702
+93,848
2507
$4.75M ﹤0.01%
145,961
-37,098
2508
$4.75M ﹤0.01%
480,000
2509
$4.72M ﹤0.01%
180,403
+10,923
2510
$4.72M ﹤0.01%
470,000
+468,500
2511
$4.71M ﹤0.01%
23,212
+738
2512
$4.7M ﹤0.01%
1,148,090
-1,048,138
2513
$4.7M ﹤0.01%
109,403
+55,572
2514
$4.69M ﹤0.01%
105,988
+45,622
2515
$4.68M ﹤0.01%
239,468
+45,062
2516
$4.68M ﹤0.01%
98,979
-50,669
2517
$4.67M ﹤0.01%
1,382,546
+51,271
2518
$4.67M ﹤0.01%
122,473
-140,902
2519
$4.66M ﹤0.01%
291,189
+217,129
2520
$4.65M ﹤0.01%
108,830
+17,833
2521
$4.65M ﹤0.01%
189,155
+44,774
2522
$4.65M ﹤0.01%
40,881
-8,456
2523
$4.65M ﹤0.01%
+480,000
2524
$4.63M ﹤0.01%
47,767
+38,372
2525
$4.6M ﹤0.01%
228,308
-26,247