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
2851
$2.81M ﹤0.01%
86,024
+28,080
2852
$2.8M ﹤0.01%
55,922
+2,700
2853
$2.79M ﹤0.01%
64,917
+2,047
2854
$2.79M ﹤0.01%
283,347
-9,465
2855
$2.79M ﹤0.01%
37,255
-376
2856
$2.79M ﹤0.01%
17,619
-556,917
2857
$2.78M ﹤0.01%
246,673
+173,818
2858
$2.78M ﹤0.01%
279,660
+238,669
2859
$2.77M ﹤0.01%
165,541
+80,581
2860
$2.77M ﹤0.01%
72,630
-13,091
2861
$2.77M ﹤0.01%
180,378
+129,875
2862
$2.77M ﹤0.01%
131,732
+45,175
2863
$2.77M ﹤0.01%
34,176
+20,877
2864
$2.77M ﹤0.01%
117,821
-13,770
2865
$2.77M ﹤0.01%
237,559
-182,803
2866
$2.76M ﹤0.01%
95,794
+36,777
2867
$2.76M ﹤0.01%
37,713
+17,086
2868
$2.76M ﹤0.01%
74,597
+36,917
2869
$2.76M ﹤0.01%
68,305
-1,013,953
2870
$2.75M ﹤0.01%
+115,410
2871
$2.75M ﹤0.01%
834,687
-224,106
2872
$2.75M ﹤0.01%
75,055
+2,037
2873
$2.75M ﹤0.01%
134,854
-34,045
2874
$2.74M ﹤0.01%
90,558
2875
$2.74M ﹤0.01%
259,893
+753