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
2926
$2.57M ﹤0.01%
50,000
+16,627
2927
$2.56M ﹤0.01%
73,272
+70
2928
$2.56M ﹤0.01%
30,311
+26,080
2929
$2.56M ﹤0.01%
155,054
+109,158
2930
$2.56M ﹤0.01%
36,882
+32,943
2931
$2.56M ﹤0.01%
67,287
-8,388
2932
$2.55M ﹤0.01%
+22,800
2933
$2.54M ﹤0.01%
72,129
+11,097
2934
$2.53M ﹤0.01%
107,545
-4,092
2935
$2.53M ﹤0.01%
182,458
-3,625
2936
$2.52M ﹤0.01%
94,747
+1,950
2937
$2.52M ﹤0.01%
76,631
+47,561
2938
$2.52M ﹤0.01%
35,687
-227,107
2939
$2.52M ﹤0.01%
41,221
+31,574
2940
$2.51M ﹤0.01%
2,009
+1,940
2941
$2.51M ﹤0.01%
129,570
+38,528
2942
$2.51M ﹤0.01%
50,000
2943
$2.5M ﹤0.01%
70,547
+15,976
2944
$2.5M ﹤0.01%
100,664
+11,193
2945
$2.5M ﹤0.01%
334,223
-259,231
2946
$2.5M ﹤0.01%
10,051
+2,966
2947
$2.49M ﹤0.01%
50,861
+40,874
2948
$2.49M ﹤0.01%
85,353
+7,898
2949
$2.49M ﹤0.01%
467,214
+49,919
2950
$2.48M ﹤0.01%
46,820
-12,174