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
301
$313M 0.06%
7,881,956
-57,534
302
$312M 0.06%
6,336,310
+349,989
303
$312M 0.06%
4,950,041
+3,968,590
304
$311M 0.06%
2,253,870
-8,289
305
$310M 0.06%
8,670,483
-642,086
306
$309M 0.06%
9,308,334
+974,693
307
$308M 0.06%
5,826,166
+78,974
308
$307M 0.06%
3,535,402
+520,733
309
$306M 0.06%
5,212,350
-634,951
310
$305M 0.06%
2,457,573
+38,870
311
$301M 0.06%
2,074,968
+232,384
312
$300M 0.06%
16,379,848
-702,784
313
$300M 0.06%
2,754,241
+21,944
314
$298M 0.06%
6,374,205
+1,262,255
315
$298M 0.06%
4,251,473
+354,165
316
$297M 0.06%
3,434,049
+241,028
317
$297M 0.06%
15,959,599
-1,902,892
318
$294M 0.06%
4,507,841
+1,997,245
319
$292M 0.06%
2,405,375
-17,713
320
$292M 0.06%
9,815,669
-928,085
321
$291M 0.06%
6,687,468
+767,028
322
$291M 0.06%
7,849,195
-339,220
323
$289M 0.06%
2,841,191
+374,820
324
$286M 0.06%
3,783,663
+14,318
325
$286M 0.06%
1,519,899
+537,656