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
3201
$1.63M ﹤0.01%
157,526
+154,555
3202
$1.63M ﹤0.01%
32,674
+19,613
3203
$1.63M ﹤0.01%
129,454
+47,193
3204
$1.63M ﹤0.01%
124,686
+81,234
3205
$1.62M ﹤0.01%
32,054
+17,582
3206
$1.62M ﹤0.01%
44,535
-2,800
3207
$1.61M ﹤0.01%
23,223
+2,136
3208
$1.61M ﹤0.01%
43,742
+28,467
3209
$1.61M ﹤0.01%
+14,003
3210
$1.6M ﹤0.01%
61,563
+36,761
3211
$1.59M ﹤0.01%
102,521
-87,480
3212
$1.59M ﹤0.01%
16,880
-107,209
3213
$1.58M ﹤0.01%
16,925
+907
3214
$1.58M ﹤0.01%
126,095
-132,076
3215
$1.58M ﹤0.01%
41,950
-114
3216
$1.58M ﹤0.01%
53,699
-561,017
3217
$1.57M ﹤0.01%
34,130
+5,163
3218
$1.57M ﹤0.01%
30,746
-152,379
3219
$1.56M ﹤0.01%
69,496
+1,079
3220
$1.56M ﹤0.01%
60,696
+16,898
3221
$1.56M ﹤0.01%
97,185
-7,749
3222
$1.55M ﹤0.01%
408,846
+152,337
3223
$1.55M ﹤0.01%
50,000
3224
$1.54M ﹤0.01%
115,965
+18,053
3225
$1.54M ﹤0.01%
20,444
-985