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
3151
$568K ﹤0.01%
24,930
-7,757
3152
$567K ﹤0.01%
16,566
+1,738
3153
$566K ﹤0.01%
39,652
-1,650
3154
$565K ﹤0.01%
12,223
+1,927
3155
$564K ﹤0.01%
25,613
+18,770
3156
$564K ﹤0.01%
9,088
-39,265
3157
$564K ﹤0.01%
142,418
-206,443
3158
$562K ﹤0.01%
10,376
+1,498
3159
$562K ﹤0.01%
21,812
-602
3160
$562K ﹤0.01%
3,187,244
-892,195
3161
$561K ﹤0.01%
29,728
-39,036
3162
$560K ﹤0.01%
87,425
+53,285
3163
$559K ﹤0.01%
16,922
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3164
$559K ﹤0.01%
7,372
-495
3165
$557K ﹤0.01%
27,213
+1,387
3166
$554K ﹤0.01%
13,716
-1,797
3167
$553K ﹤0.01%
24,931
-11,940
3168
$552K ﹤0.01%
67,741
-21,752
3169
$549K ﹤0.01%
27,012
-107,287
3170
$545K ﹤0.01%
73,139
+51,806
3171
$543K ﹤0.01%
31,558
+3,530
3172
$543K ﹤0.01%
11,855
+5,235
3173
$543K ﹤0.01%
+33,150
3174
$542K ﹤0.01%
+27,049
3175
$542K ﹤0.01%
9,958
+1,347