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
3126
$1.89M ﹤0.01%
18,746
-394,833
3127
$1.88M ﹤0.01%
45,731
+2,094
3128
$1.88M ﹤0.01%
23,435
+8,715
3129
$1.87M ﹤0.01%
53,356
+47,364
3130
$1.87M ﹤0.01%
88,118
+54,084
3131
$1.87M ﹤0.01%
182,758
3132
$1.86M ﹤0.01%
216,445
+23,120
3133
$1.85M ﹤0.01%
35,485
+34,175
3134
$1.85M ﹤0.01%
60,181
+6,165
3135
$1.84M ﹤0.01%
189,948
+16,687
3136
$1.84M ﹤0.01%
185,831
3137
$1.84M ﹤0.01%
+190,000
3138
$1.83M ﹤0.01%
73,734
+38,634
3139
$1.83M ﹤0.01%
+189,400
3140
$1.82M ﹤0.01%
30,989
+13,643
3141
$1.82M ﹤0.01%
194,282
-224,159
3142
$1.82M ﹤0.01%
+166,073
3143
$1.82M ﹤0.01%
37,900
+15,567
3144
$1.82M ﹤0.01%
57,132
-1,836
3145
$1.81M ﹤0.01%
22,722
+19,531
3146
$1.81M ﹤0.01%
35,745
+7,177
3147
$1.81M ﹤0.01%
305,623
-630,828
3148
$1.81M ﹤0.01%
25,057
+1,646
3149
$1.8M ﹤0.01%
20,646
+1,347
3150
$1.78M ﹤0.01%
44,738
+37,784