JP Morgan Chase & Co

JP Morgan Chase & Co 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
$472B
AUM Growth
+$19.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,129
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.53B
3 +$1.22B
4
CVX icon
Chevron
CVX
+$1.1B
5
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$985M

Top Sells

1 +$3.64B
2 +$1.2B
3 +$954M
4
V icon
Visa
V
+$838M
5
T icon
AT&T
T
+$801M

Sector Composition

1 Technology 13.66%
2 Financials 13.19%
3 Healthcare 9.98%
4 Consumer Discretionary 9.29%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$475M 0.09%
9,207,194
+425,785
227
$475M 0.09%
2,971,403
-2,044,355
228
$467M 0.09%
2,701,508
+39,168
229
$465M 0.09%
4,099,298
+399,633
230
$464M 0.09%
4,832,815
-387,926
231
$461M 0.09%
4,231,219
+3,494,270
232
$460M 0.09%
2,773,892
-947,019
233
$450M 0.09%
8,284,470
+2,467,050
234
$449M 0.09%
7,121,014
-1,552,409
235
$449M 0.09%
2,853,675
-186,500
236
$448M 0.09%
4,882,918
+463,870
237
$443M 0.09%
15,474,629
+325,794
238
$438M 0.09%
24,498,419
-3,057,379
239
$434M 0.08%
8,241,417
-536,911
240
$432M 0.08%
4,896,915
+749,865
241
$432M 0.08%
10,150,629
+1,644,103
242
$430M 0.08%
8,138,275
+1,166,437
243
$426M 0.08%
7,166,386
+1,285,895
244
$423M 0.08%
10,193,037
+3,754,045
245
$417M 0.08%
7,749,806
-158,886
246
$417M 0.08%
5,684,190
-243,597
247
$414M 0.08%
4,754,203
+2,048,611
248
$414M 0.08%
1,967,074
-3,584,793
249
$414M 0.08%
1,870,295
-125,667
250
$413M 0.08%
2,721,715
+1,512,581