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
3226
$479K ﹤0.01%
95,245
3227
$478K ﹤0.01%
22,872
-28,370
3228
$478K ﹤0.01%
84,018
+35,418
3229
$477K ﹤0.01%
43,036
+31,819
3230
$475K ﹤0.01%
334,200
+5,400
3231
$475K ﹤0.01%
43,203
+37,855
3232
$474K ﹤0.01%
30,649
3233
$469K ﹤0.01%
26,286
+8,262
3234
$469K ﹤0.01%
15,024
+299
3235
$466K ﹤0.01%
7,488
+6,372
3236
$463K ﹤0.01%
8,448
+3,783
3237
$462K ﹤0.01%
23,000
3238
$461K ﹤0.01%
34,407
-1,568
3239
$460K ﹤0.01%
35,238
-178,377
3240
$459K ﹤0.01%
11,518
-18,404
3241
$459K ﹤0.01%
17,580
+1,734
3242
$458K ﹤0.01%
13,809
-55,310
3243
$457K ﹤0.01%
11,488
-7,263
3244
$453K ﹤0.01%
15,658
+3,082
3245
$450K ﹤0.01%
25,661
+143
3246
$448K ﹤0.01%
26,886
+17,322
3247
$448K ﹤0.01%
9,426
-1,085
3248
$447K ﹤0.01%
25,138
+376
3249
$445K ﹤0.01%
8,565
+798
3250
$444K ﹤0.01%
28,901
+17,002