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
2526
$2.01M ﹤0.01%
149,520
+28,113
2527
$2M ﹤0.01%
187,189
+135,869
2528
$1.99M ﹤0.01%
83,149
-177,117
2529
$1.99M ﹤0.01%
47,548
-50,044
2530
$1.99M ﹤0.01%
26,550
-3,309
2531
$1.98M ﹤0.01%
14,856
-1,058
2532
$1.97M ﹤0.01%
30,230
+7,428
2533
$1.97M ﹤0.01%
220,183
-105,732
2534
$1.97M ﹤0.01%
71,075
-45,584
2535
$1.97M ﹤0.01%
407,091
+382,538
2536
$1.97M ﹤0.01%
284,786
+155,286
2537
$1.97M ﹤0.01%
68,912
+5,371
2538
$1.96M ﹤0.01%
1,916
+1,871
2539
$1.96M ﹤0.01%
33,935
+4,123
2540
$1.96M ﹤0.01%
5,295
+2,581
2541
$1.95M ﹤0.01%
16,267
+13,070
2542
$1.95M ﹤0.01%
321,907
+78,404
2543
$1.94M ﹤0.01%
15,052
+656
2544
$1.94M ﹤0.01%
33,614
+3,322
2545
$1.93M ﹤0.01%
22,627
+11,197
2546
$1.93M ﹤0.01%
26,312
2547
$1.93M ﹤0.01%
209,007
-8,766
2548
$1.92M ﹤0.01%
30,664
+6,702
2549
$1.92M ﹤0.01%
51,814
+1,103
2550
$1.91M ﹤0.01%
40,062
+2,397