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
5201
$11K ﹤0.01%
18
-35
5202
$11K ﹤0.01%
279
+195
5203
$11K ﹤0.01%
3,412
+294
5204
$10K ﹤0.01%
+268
5205
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900
5206
$10K ﹤0.01%
+4,103
5207
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+100
5208
$10K ﹤0.01%
+92
5209
$10K ﹤0.01%
283
-15
5210
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200
+156
5211
$10K ﹤0.01%
572
-130
5212
$10K ﹤0.01%
232
5213
0
5214
$10K ﹤0.01%
637
+635
5215
$10K ﹤0.01%
87
5216
0
5217
$10K ﹤0.01%
395
+360
5218
$10K ﹤0.01%
699
-22,740
5219
$9K ﹤0.01%
317
-272,167
5220
$9K ﹤0.01%
178
5221
$9K ﹤0.01%
1,282
5222
$9K ﹤0.01%
+1,909
5223
$9K ﹤0.01%
+176
5224
$9K ﹤0.01%
+200
5225
$9K ﹤0.01%
+421