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
3051
$2.12M ﹤0.01%
241,664
+123,256
3052
$2.12M ﹤0.01%
24,101
+7,534
3053
$2.12M ﹤0.01%
+149,500
3054
$2.11M ﹤0.01%
47,335
+44,709
3055
$2.11M ﹤0.01%
354,306
-56,748
3056
$2.11M ﹤0.01%
6,171
+5,647
3057
$2.11M ﹤0.01%
90,214
+63,837
3058
$2.1M ﹤0.01%
39,317
-152,972
3059
$2.1M ﹤0.01%
7,096
+604
3060
$2.1M ﹤0.01%
161,308
+119,904
3061
$2.1M ﹤0.01%
103,302
+28,765
3062
$2.09M ﹤0.01%
59,092
-111,711
3063
$2.09M ﹤0.01%
+215,000
3064
$2.08M ﹤0.01%
47,884
-47,003
3065
$2.08M ﹤0.01%
212,344
-2,500
3066
$2.08M ﹤0.01%
69,286
+29,605
3067
$2.08M ﹤0.01%
19,686
-3,860
3068
$2.07M ﹤0.01%
2,044
-402
3069
$2.07M ﹤0.01%
123,759
-1,496
3070
$2.07M ﹤0.01%
30,412
+86
3071
$2.06M ﹤0.01%
156,675
+151,372
3072
$2.06M ﹤0.01%
108,180
+39,325
3073
$2.05M ﹤0.01%
253,002
+108,016
3074
$2.04M ﹤0.01%
23,015
-133,409
3075
$2.04M ﹤0.01%
+210,048