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
2676
$3.57M ﹤0.01%
97,286
+7,660
2677
$3.56M ﹤0.01%
68,398
+19,886
2678
$3.55M ﹤0.01%
101,062
-3,958
2679
$3.55M ﹤0.01%
27,268
-1,520
2680
$3.54M ﹤0.01%
41,041
+20,474
2681
$3.54M ﹤0.01%
50,840
-2,495
2682
$3.54M ﹤0.01%
298,121
-13,804
2683
$3.53M ﹤0.01%
164,040
-3,774
2684
$3.53M ﹤0.01%
136,910
-2,536
2685
$3.52M ﹤0.01%
40,647
-6,944
2686
$3.52M ﹤0.01%
86,516
-4,702
2687
$3.52M ﹤0.01%
35,500
-2,781,966
2688
$3.51M ﹤0.01%
1,140,607
+1,005,820
2689
$3.51M ﹤0.01%
165,517
-4,123
2690
$3.51M ﹤0.01%
62,922
+25,079
2691
$3.5M ﹤0.01%
54,260
+38,637
2692
$3.49M ﹤0.01%
+355,000
2693
$3.48M ﹤0.01%
83,929
+11,908
2694
$3.47M ﹤0.01%
48,634
+139
2695
$3.47M ﹤0.01%
148,413
+3,732
2696
$3.47M ﹤0.01%
244,394
-70,892
2697
$3.46M ﹤0.01%
+276,405
2698
$3.46M ﹤0.01%
186,294
+33,692
2699
$3.44M ﹤0.01%
150,935
+49,148
2700
$3.42M ﹤0.01%
63,463
-297,666