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
3101
$628K ﹤0.01%
11,494
-3,894
3102
$627K ﹤0.01%
88,248
-4,627
3103
$627K ﹤0.01%
9,690
3104
$626K ﹤0.01%
7,141
+1,731
3105
$626K ﹤0.01%
34,402
-3,657
3106
$624K ﹤0.01%
269,867
+61,729
3107
$621K ﹤0.01%
58,667
+28,667
3108
$620K ﹤0.01%
37,029
3109
$620K ﹤0.01%
12,339
-42
3110
$620K ﹤0.01%
25,684
+10,662
3111
$619K ﹤0.01%
20,257
+791
3112
$618K ﹤0.01%
3,634
-1,554
3113
$617K ﹤0.01%
40,464
-156,071
3114
$617K ﹤0.01%
53,889
+9,110
3115
$617K ﹤0.01%
31,676
+10,005
3116
$615K ﹤0.01%
9,684
-10,914
3117
$615K ﹤0.01%
15,000
-10,000
3118
$610K ﹤0.01%
35,258
-20,274
3119
$609K ﹤0.01%
235,974
+16,106
3120
$609K ﹤0.01%
38,753
-94,118
3121
$609K ﹤0.01%
+255,856
3122
$605K ﹤0.01%
84,030
+65,954
3123
$604K ﹤0.01%
52,708
+37,814
3124
$603K ﹤0.01%
9,344
+781
3125
$602K ﹤0.01%
11,100
+680