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
3026
$740K ﹤0.01%
130,089
+25,713
3027
$739K ﹤0.01%
419,692
+24,324
3028
$739K ﹤0.01%
33,189
+3,115
3029
$738K ﹤0.01%
39,750
3030
$738K ﹤0.01%
52,307
+6,904
3031
$734K ﹤0.01%
10,223
-438
3032
$733K ﹤0.01%
58,463
+14,942
3033
$732K ﹤0.01%
30,294
-9,964
3034
$729K ﹤0.01%
20,728
+12,528
3035
$728K ﹤0.01%
6,831
+5,520
3036
$727K ﹤0.01%
150,123
+144,693
3037
$727K ﹤0.01%
34,479
-1,710
3038
$719K ﹤0.01%
1,295
+623
3039
$716K ﹤0.01%
41,013
+7,435
3040
$715K ﹤0.01%
10,970
+863
3041
$714K ﹤0.01%
330,615
+41,316
3042
$706K ﹤0.01%
14,722
+5,615
3043
$705K ﹤0.01%
37,234
-145,086
3044
$704K ﹤0.01%
13,157
-4,221
3045
$704K ﹤0.01%
105,455
-47,484
3046
$701K ﹤0.01%
8,770
+307
3047
$701K ﹤0.01%
11,683
+1,220
3048
$699K ﹤0.01%
14,102
-115,129
3049
$698K ﹤0.01%
11,515
-87
3050
$698K ﹤0.01%
25,854
+11,701