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
2876
$1.07M ﹤0.01%
11,678
-242
2877
$1.07M ﹤0.01%
65,668
+11,877
2878
$1.07M ﹤0.01%
74,934
-1,848
2879
$1.06M ﹤0.01%
83,767
-2,018
2880
$1.06M ﹤0.01%
31,839
+18,472
2881
$1.06M ﹤0.01%
17,609
+8,914
2882
$1.06M ﹤0.01%
20,300
-27,200
2883
$1.06M ﹤0.01%
59,442
+5,070
2884
$1.06M ﹤0.01%
26,403
-4,053
2885
$1.06M ﹤0.01%
556,062
+128,090
2886
$1.05M ﹤0.01%
11,312
+1,864
2887
$1.05M ﹤0.01%
100,023
+2,372
2888
$1.05M ﹤0.01%
42,298
+4,013
2889
$1.04M ﹤0.01%
29,535
+2,547
2890
$1.04M ﹤0.01%
112,361
+28,941
2891
$1.04M ﹤0.01%
26,303
-2,918
2892
$1.03M ﹤0.01%
49,265
+18,467
2893
$1.03M ﹤0.01%
19,831
+8,140
2894
$1.03M ﹤0.01%
114,639
-7,992
2895
$1.03M ﹤0.01%
11,787
-10,247
2896
$1.03M ﹤0.01%
28,381
-18,612
2897
$1.02M ﹤0.01%
59,616
+50,438
2898
$1.02M ﹤0.01%
25,265
+12,135
2899
$1.01M ﹤0.01%
+15,300
2900
$1.01M ﹤0.01%
31,796
-7,824