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
3251
$1.49M ﹤0.01%
15,735
+1,854
3252
$1.49M ﹤0.01%
148,700
3253
$1.49M ﹤0.01%
106,060
+50,547
3254
$1.48M ﹤0.01%
150,000
3255
$1.48M ﹤0.01%
50,000
3256
$1.48M ﹤0.01%
32,147
-2,881
3257
$1.48M ﹤0.01%
300,334
+39,972
3258
$1.48M ﹤0.01%
150,000
3259
$1.48M ﹤0.01%
+132,345
3260
$1.48M ﹤0.01%
20,396
-84,414
3261
$1.48M ﹤0.01%
820
-1
3262
$1.48M ﹤0.01%
46,594
+2,908
3263
$1.47M ﹤0.01%
14,343
-4,202
3264
$1.47M ﹤0.01%
54,067
+34,239
3265
$1.47M ﹤0.01%
150,000
3266
$1.47M ﹤0.01%
+470,301
3267
$1.47M ﹤0.01%
150,000
-328,279
3268
$1.47M ﹤0.01%
104,419
+81,989
3269
$1.47M ﹤0.01%
44,560
+42,860
3270
$1.47M ﹤0.01%
272,705
+165,876
3271
$1.47M ﹤0.01%
+150,000
3272
$1.47M ﹤0.01%
+150,000
3273
$1.46M ﹤0.01%
11,795
3274
$1.46M ﹤0.01%
+150,000
3275
$1.46M ﹤0.01%
150,000
-232,466