JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
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
4526
$129K ﹤0.01%
+11,769
4527
$128K ﹤0.01%
+2
4528
$128K ﹤0.01%
1,010
-341
4529
$128K ﹤0.01%
+3,551
4530
$126K ﹤0.01%
1,731
+326
4531
$126K ﹤0.01%
+9,647
4532
$125K ﹤0.01%
16,596
-2,713
4533
$125K ﹤0.01%
14,949
-21,982
4534
$125K ﹤0.01%
3,185
+2,844
4535
$124K ﹤0.01%
4,860
4536
$124K ﹤0.01%
27,287
+1,152
4537
$124K ﹤0.01%
87,490
+24,717
4538
$124K ﹤0.01%
57
+25
4539
$124K ﹤0.01%
3,892
+3,798
4540
$124K ﹤0.01%
718
+24
4541
$123K ﹤0.01%
8,861
-847,153
4542
$123K ﹤0.01%
14,105
-762
4543
$122K ﹤0.01%
2,605
+1,770
4544
$122K ﹤0.01%
30,039
+1,331
4545
$121K ﹤0.01%
+194
4546
$121K ﹤0.01%
731
4547
$120K ﹤0.01%
2,805
+1,453
4548
$120K ﹤0.01%
439
-204
4549
$120K ﹤0.01%
12,524
+8,912
4550
$120K ﹤0.01%
6,564
+2,298