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
3151
$1.78M ﹤0.01%
180,277
3152
$1.78M ﹤0.01%
70,780
-14,165
3153
$1.78M ﹤0.01%
39,226
+4,516
3154
$1.77M ﹤0.01%
33,002
-18,400
3155
$1.77M ﹤0.01%
98,173
+39,201
3156
$1.77M ﹤0.01%
91,164
+5,532
3157
$1.77M ﹤0.01%
572,083
-42,667
3158
$1.77M ﹤0.01%
76,289
+16,527
3159
$1.76M ﹤0.01%
177,802
3160
$1.75M ﹤0.01%
4,964
-46,035
3161
$1.75M ﹤0.01%
59,822
+6,948
3162
$1.74M ﹤0.01%
85,989
-1,014
3163
$1.74M ﹤0.01%
166,690
+115,196
3164
$1.74M ﹤0.01%
50,127
+2,470
3165
$1.74M ﹤0.01%
362,526
-12,148
3166
$1.74M ﹤0.01%
112,737
+1,922
3167
$1.74M ﹤0.01%
98,044
+10,635
3168
$1.73M ﹤0.01%
178,894
-600
3169
$1.72M ﹤0.01%
10,217
-5
3170
$1.71M ﹤0.01%
33,155
+3,708
3171
$1.71M ﹤0.01%
45,287
+14,272
3172
$1.71M ﹤0.01%
77,211
+29,291
3173
$1.71M ﹤0.01%
48,273
-21,339
3174
$1.71M ﹤0.01%
6,554
3175
$1.71M ﹤0.01%
174,000
-200,000