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
3351
$1.31M ﹤0.01%
113,700
+88,700
3352
$1.31M ﹤0.01%
130,323
3353
$1.31M ﹤0.01%
36,728
-55,970
3354
$1.31M ﹤0.01%
99,353
-62,680
3355
$1.31M ﹤0.01%
37,812
-99,692
3356
$1.3M ﹤0.01%
300,816
3357
$1.3M ﹤0.01%
25,697
+6,461
3358
$1.3M ﹤0.01%
242,488
+141,746
3359
$1.29M ﹤0.01%
25,929
+7,604
3360
$1.29M ﹤0.01%
151,062
-207,731
3361
$1.29M ﹤0.01%
38,211
+11,844
3362
$1.28M ﹤0.01%
40,034
-6,306
3363
$1.28M ﹤0.01%
34,351
-14,622
3364
$1.28M ﹤0.01%
15,897
-21,058
3365
$1.28M ﹤0.01%
30,870
+8,394
3366
$1.28M ﹤0.01%
27,758
+23,419
3367
$1.28M ﹤0.01%
124,219
-55,371
3368
$1.28M ﹤0.01%
9,293
-36
3369
$1.27M ﹤0.01%
19,098
+165
3370
$1.27M ﹤0.01%
8,890
+5,195
3371
$1.27M ﹤0.01%
49,569
-294,711
3372
$1.27M ﹤0.01%
42,204
+33,963
3373
$1.27M ﹤0.01%
45,740
+6,009
3374
$1.26M ﹤0.01%
+63,310
3375
$1.25M ﹤0.01%
+128,243