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
2826
$2.92M ﹤0.01%
640,710
-2,968,620
2827
$2.91M ﹤0.01%
108,243
-10,521
2828
$2.9M ﹤0.01%
68,642
-21,986
2829
$2.9M ﹤0.01%
47,865
-100,721
2830
$2.9M ﹤0.01%
298,837
-1,163
2831
$2.89M ﹤0.01%
90,911
+76,911
2832
$2.88M ﹤0.01%
27,076
-27,849
2833
$2.88M ﹤0.01%
40,246
+12,472
2834
$2.88M ﹤0.01%
+298,000
2835
$2.87M ﹤0.01%
78,545
-27,193
2836
$2.87M ﹤0.01%
52,457
+46,678
2837
$2.87M ﹤0.01%
127,708
-16,991
2838
$2.87M ﹤0.01%
417,325
+273,817
2839
$2.87M ﹤0.01%
43,737
-20,524
2840
$2.86M ﹤0.01%
42,118
+16,229
2841
$2.86M ﹤0.01%
357,902
+63,986
2842
$2.85M ﹤0.01%
140,752
+13,453
2843
$2.85M ﹤0.01%
286,693
+54,000
2844
$2.85M ﹤0.01%
49,020
-7,515
2845
$2.83M ﹤0.01%
289,000
-10,349
2846
$2.83M ﹤0.01%
89,699
+70,044
2847
$2.83M ﹤0.01%
+90,659
2848
$2.83M ﹤0.01%
14,586
+934
2849
$2.82M ﹤0.01%
234,826
+47,692
2850
$2.81M ﹤0.01%
18,940
-3,273