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
2601
$4.09M ﹤0.01%
90,376
+28,425
2602
$4.09M ﹤0.01%
142,313
+2,955
2603
$4.09M ﹤0.01%
51,160
+6,955
2604
$4.09M ﹤0.01%
116,344
+53,067
2605
$4.08M ﹤0.01%
9,294
+6,096
2606
$4.06M ﹤0.01%
143,986
-38,745
2607
$4.05M ﹤0.01%
946,677
+827,548
2608
$4.04M ﹤0.01%
957,246
+41,357
2609
$4.04M ﹤0.01%
687,612
+674,535
2610
$4.04M ﹤0.01%
45,152
+6,292
2611
$4.04M ﹤0.01%
214,086
+4,580
2612
$4.02M ﹤0.01%
78,107
+4,105
2613
$3.99M ﹤0.01%
24,422
-61
2614
$3.98M ﹤0.01%
56,201
-124,797
2615
$3.96M ﹤0.01%
400,000
+331,076
2616
$3.95M ﹤0.01%
150,354
+25,376
2617
$3.94M ﹤0.01%
133,792
-6,207
2618
$3.94M ﹤0.01%
50,657
+6,940
2619
$3.94M ﹤0.01%
+75,955
2620
$3.93M ﹤0.01%
174,736
+171,499
2621
$3.91M ﹤0.01%
64,849
+3,039
2622
$3.9M ﹤0.01%
88,712
+55,437
2623
$3.89M ﹤0.01%
96,387
-92,921
2624
$3.88M ﹤0.01%
113,641
+31,551
2625
$3.88M ﹤0.01%
67,057
-7,860