JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

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
+22.34%
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
1
$29B 3.35%
61,055,667
-4,904,677
2
$28.2B 3.26%
83,916,972
+6,739,430
3
$22.1B 2.56%
124,648,979
+555,327
4
$15.3B 1.77%
92,055,840
+12,938,960
5
$10.9B 1.25%
75,046,860
+1,742,880
6
$8.9B 1.03%
148,922,937
+10,155,001
7
$8.35B 0.96%
151,448,211
+5,597,856
8
$8.13B 0.94%
23,071,416
+3,278,370
9
$8.11B 0.94%
55,973,420
-4,032,240
10
$7.94B 0.92%
15,815,496
+748,575
11
$6.76B 0.78%
83,622,149
+736,936
12
$6.42B 0.74%
19,097,137
-4,512,852
13
$6.14B 0.71%
17,098,522
-956,985
14
$6.06B 0.7%
110,096,584
-23,039,126
15
$5.87B 0.68%
199,428,930
+28,798,420
16
$5.84B 0.67%
43,104,988
-788,370
17
$5.72B 0.66%
91,750,176
+6,172,949
18
$5.69B 0.66%
60,948,896
+5,405,720
19
$5.57B 0.64%
38,741,557
+3,054,324
20
$5.29B 0.61%
78,662,021
+1,658,492
21
$5.11B 0.59%
10,712,921
+54,252
22
$4.91B 0.57%
28,681,205
+1,823,976
23
$4.89B 0.56%
27,825,477
-3,511,321
24
$4.86B 0.56%
28,859,817
-830,870
25
$4.86B 0.56%
109,158,404
+2,036,298