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
2476
$2.21M ﹤0.01%
117,436
-320,133
2477
$2.21M ﹤0.01%
38,575
+15,825
2478
$2.21M ﹤0.01%
72,462
2479
$2.2M ﹤0.01%
314,002
+1,910
2480
$2.2M ﹤0.01%
422,558
+399,660
2481
$2.18M ﹤0.01%
98,479
-2,301
2482
$2.18M ﹤0.01%
278,943
+271,565
2483
$2.17M ﹤0.01%
1,125,115
-2,255,417
2484
$2.17M ﹤0.01%
256,614
-8,428
2485
$2.17M ﹤0.01%
55,920
-5,512
2486
$2.16M ﹤0.01%
83,366
-26,854
2487
$2.16M ﹤0.01%
72,311
+42,928
2488
$2.16M ﹤0.01%
78,501
-87,168
2489
$2.15M ﹤0.01%
72,272
+2,554
2490
$2.15M ﹤0.01%
73,204
+1,049
2491
$2.14M ﹤0.01%
51,248
+26,963
2492
$2.13M ﹤0.01%
195,808
+12,826
2493
$2.13M ﹤0.01%
23,549
+1,149
2494
$2.13M ﹤0.01%
90,400
+955
2495
$2.13M ﹤0.01%
178,722
+62,293
2496
$2.12M ﹤0.01%
48,903
-41,428
2497
$2.12M ﹤0.01%
44,116
-1,828
2498
$2.12M ﹤0.01%
31,326
+19,878
2499
$2.12M ﹤0.01%
71,768
-213,447
2500
$2.11M ﹤0.01%
96,785
-43,234