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
4626
$99K ﹤0.01%
816
+234
4627
$99K ﹤0.01%
9,999
4628
$98K ﹤0.01%
1,606
+106
4629
$98K ﹤0.01%
605
+36
4630
$98K ﹤0.01%
38,952
+18,570
4631
$98K ﹤0.01%
4,700
+905
4632
$98K ﹤0.01%
1,207
+137
4633
$98K ﹤0.01%
1,814
-51
4634
$98K ﹤0.01%
8,733
+616
4635
$97K ﹤0.01%
914
-974
4636
$97K ﹤0.01%
318
-847
4637
$97K ﹤0.01%
20,357
+6,610
4638
$96K ﹤0.01%
+9,220
4639
$95K ﹤0.01%
+8,645
4640
0
4641
$95K ﹤0.01%
906
-260
4642
$95K ﹤0.01%
+739
4643
$95K ﹤0.01%
2,577
-1,051
4644
$95K ﹤0.01%
6,622
+6,238
4645
$94K ﹤0.01%
2,303
+1,194
4646
$94K ﹤0.01%
14,234
+11,309
4647
$94K ﹤0.01%
2,244
+1,273
4648
$94K ﹤0.01%
13,051
+5,204
4649
$93K ﹤0.01%
16,176
+3,069
4650
$93K ﹤0.01%
969