JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

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 Quarter Est. Return
1 Year Est. Return
+25.06%
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 +$2.27B
2 +$2.16B
3 +$1.15B
4
NXPI icon
NXP Semiconductors
NXPI
+$1.12B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$990M

Top Sells

1 +$4.19B
2 +$2.33B
3 +$1.52B
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.27B
5
PYPL icon
PayPal
PYPL
+$1.01B

Sector Composition

1 Technology 18.04%
2 Financials 11.12%
3 Healthcare 10.53%
4 Consumer Discretionary 10.3%
5 Industrials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
$7.24M ﹤0.01%
185,544
-51,877
2227
$7.24M ﹤0.01%
169,375
-52,083
2228
$7.24M ﹤0.01%
394,148
+11,621
2229
$7.23M ﹤0.01%
145,820
+9,411
2230
$7.23M ﹤0.01%
746,426
-21,710
2231
$7.22M ﹤0.01%
298,770
+15,557
2232
$7.19M ﹤0.01%
+713,590
2233
$7.17M ﹤0.01%
183,194
+27,297
2234
$7.16M ﹤0.01%
84,422
+52,628
2235
$7.16M ﹤0.01%
73,760
-407,925
2236
$7.15M ﹤0.01%
409,845
-5,686
2237
$7.13M ﹤0.01%
558,899
+360,102
2238
$7.13M ﹤0.01%
99,310
-694,999
2239
$7.11M ﹤0.01%
268,856
-5,624
2240
$7.1M ﹤0.01%
245,816
-45,639
2241
$7.09M ﹤0.01%
278,338
+3,658
2242
$7.08M ﹤0.01%
1,907,696
+65,108
2243
$7.08M ﹤0.01%
147,592
+4,780
2244
$7.06M ﹤0.01%
27,848
-6,183
2245
$7M ﹤0.01%
139,926
-16,343
2246
$6.99M ﹤0.01%
90,444
+29,521
2247
$6.99M ﹤0.01%
315,092
+183,241
2248
$6.99M ﹤0.01%
159,220
+19,285
2249
$6.98M ﹤0.01%
436,002
-109,704
2250
$6.96M ﹤0.01%
160,360
+1,141