JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.5%
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 +$2.21B
2 +$2.18B
3 +$1.1B
4
NXPI icon
NXP Semiconductors
NXPI
+$1.04B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$998M

Top Sells

1 +$4.32B
2 +$2.25B
3 +$1.5B
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.31B
5
PYPL icon
PayPal
PYPL
+$1.16B

Sector Composition

1 Technology 17.98%
2 Financials 11.19%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4276
$227K ﹤0.01%
6,601
+1,080
4277
$227K ﹤0.01%
6,743
+5,584
4278
$225K ﹤0.01%
2,420
-1,252
4279
$225K ﹤0.01%
2,459
-592
4280
$225K ﹤0.01%
27,862
-220,602
4281
$225K ﹤0.01%
3,850
+2,146
4282
$224K ﹤0.01%
4,205
+2,705
4283
$224K ﹤0.01%
23,872
+6,354
4284
$223K ﹤0.01%
22,280
-221
4285
$223K ﹤0.01%
7,738
+1,426
4286
$223K ﹤0.01%
55,840
+29,391
4287
$223K ﹤0.01%
230,556
+13,791
4288
$222K ﹤0.01%
8,272
+2,785
4289
$222K ﹤0.01%
5,596
+2,587
4290
$222K ﹤0.01%
2,143
+829
4291
$221K ﹤0.01%
17,317
-3,870
4292
$220K ﹤0.01%
7,517
+862
4293
$218K ﹤0.01%
20,617
-4,046
4294
$218K ﹤0.01%
5,598
+1,650
4295
$216K ﹤0.01%
11,077
+1,034
4296
$216K ﹤0.01%
30,248
+15,248
4297
$215K ﹤0.01%
11,259
+1,939
4298
$215K ﹤0.01%
9,229
+1,940
4299
$215K ﹤0.01%
94,302
+1,595
4300
$215K ﹤0.01%
11,889
+5,178