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
5001
$32K ﹤0.01%
4,500
5002
$31K ﹤0.01%
8,072
-174
5003
$31K ﹤0.01%
344
-72
5004
$31K ﹤0.01%
340
+270
5005
$31K ﹤0.01%
450
5006
$31K ﹤0.01%
1,608
+1,546
5007
0
5008
0
5009
0
5010
$31K ﹤0.01%
377
-121
5011
$30K ﹤0.01%
700
+200
5012
$30K ﹤0.01%
352
-417
5013
$30K ﹤0.01%
+383
5014
$30K ﹤0.01%
498
-895
5015
$30K ﹤0.01%
6,982
+1,334
5016
0
5017
$29K ﹤0.01%
1,779
-15,814
5018
$29K ﹤0.01%
+3,925
5019
$29K ﹤0.01%
2,260
5020
$29K ﹤0.01%
20
5021
$29K ﹤0.01%
160
-3,842
5022
$29K ﹤0.01%
2,176
+176
5023
$29K ﹤0.01%
+2,037
5024
$29K ﹤0.01%
202
+18
5025
$29K ﹤0.01%
1,476
+476