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
2901
$1.01M ﹤0.01%
17,299
+2,745
2902
$1.01M ﹤0.01%
664,967
+386,995
2903
$1.01M ﹤0.01%
32,811
+5,909
2904
$1M ﹤0.01%
14,237
-2,060
2905
$1M ﹤0.01%
22,123
-56
2906
$1M ﹤0.01%
125,935
+114,365
2907
$999K ﹤0.01%
121,782
-76,191
2908
$998K ﹤0.01%
557,622
-41,137
2909
$995K ﹤0.01%
3,980
-4,908
2910
$994K ﹤0.01%
12,522
+5,927
2911
$994K ﹤0.01%
18,073
+858
2912
$993K ﹤0.01%
41,767
+10,514
2913
$988K ﹤0.01%
15,898
-1,273
2914
$988K ﹤0.01%
20,065
+14,194
2915
$983K ﹤0.01%
32,778
+4,261
2916
$982K ﹤0.01%
59,459
-116,030
2917
$981K ﹤0.01%
30,107
-173
2918
$977K ﹤0.01%
73,066
+35,810
2919
$976K ﹤0.01%
27,250
+243
2920
$975K ﹤0.01%
35,556
-126,749
2921
$971K ﹤0.01%
28,772
+17,469
2922
$969K ﹤0.01%
18,617
-2,457
2923
$964K ﹤0.01%
27,550
-1,895
2924
$961K ﹤0.01%
11,658
-601,218
2925
$961K ﹤0.01%
30,225
-18,800