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
2851
$1.12M ﹤0.01%
75,968
+3,070
2852
$1.12M ﹤0.01%
77,056
-101,033
2853
$1.11M ﹤0.01%
62,918
+25,188
2854
$1.11M ﹤0.01%
278,120
-124,234
2855
$1.11M ﹤0.01%
42,239
-86,627
2856
$1.11M ﹤0.01%
37,138
-478,232
2857
$1.11M ﹤0.01%
49,679
-67,371
2858
$1.11M ﹤0.01%
82,910
+49,410
2859
$1.1M ﹤0.01%
57,696
+23,803
2860
$1.1M ﹤0.01%
9,845
+1,359
2861
$1.1M ﹤0.01%
94,206
+92,275
2862
$1.1M ﹤0.01%
33,641
-3,257
2863
$1.09M ﹤0.01%
73,777
+58,175
2864
$1.09M ﹤0.01%
37,375
+32,054
2865
$1.09M ﹤0.01%
137,727
-238,152
2866
$1.09M ﹤0.01%
20,778
-1,082
2867
$1.09M ﹤0.01%
91,868
-189,453
2868
$1.09M ﹤0.01%
76,601
-37,049
2869
$1.09M ﹤0.01%
54,306
+6,210
2870
$1.08M ﹤0.01%
298,597
-19,532
2871
$1.08M ﹤0.01%
137,277
+77,374
2872
$1.08M ﹤0.01%
280,228
-18,586
2873
$1.08M ﹤0.01%
95,039
-821
2874
$1.08M ﹤0.01%
25,712
-13,695
2875
$1.07M ﹤0.01%
68,439
-17,470