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
$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
2776
$1.27M ﹤0.01%
177,558
+152,094
2777
$1.27M ﹤0.01%
180,724
-34,162
2778
$1.26M ﹤0.01%
24,639
+66
2779
$1.26M ﹤0.01%
21,890
+4,861
2780
$1.26M ﹤0.01%
17,086
-11,576
2781
$1.26M ﹤0.01%
13,684
-218
2782
$1.25M ﹤0.01%
74,655
-51,277
2783
$1.25M ﹤0.01%
28,443
+165
2784
$1.25M ﹤0.01%
168,731
-632,081
2785
$1.25M ﹤0.01%
105,584
-804
2786
$1.24M ﹤0.01%
130,445
-2,466
2787
$1.24M ﹤0.01%
38,515
+9,593
2788
$1.24M ﹤0.01%
35,368
+32,917
2789
$1.24M ﹤0.01%
42,206
+211
2790
$1.24M ﹤0.01%
14,114
+2,032
2791
$1.23M ﹤0.01%
34,172
+1,290
2792
$1.23M ﹤0.01%
42,963
-82,989
2793
$1.23M ﹤0.01%
40,248
+6,712
2794
$1.23M ﹤0.01%
34,053
-1,034,529
2795
$1.23M ﹤0.01%
26,441
+15,899
2796
$1.22M ﹤0.01%
72,780
+2,573
2797
$1.22M ﹤0.01%
20,080
+1,248
2798
$1.22M ﹤0.01%
113,987
-85,885
2799
$1.21M ﹤0.01%
15,265
+10,822
2800
$1.21M ﹤0.01%
21,543
-101,288