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
3251
$444K ﹤0.01%
12,710
-20,297
3252
$440K ﹤0.01%
12,375
-73,330
3253
$439K ﹤0.01%
1,720
-886
3254
$437K ﹤0.01%
26,198
-364
3255
$436K ﹤0.01%
12,239
+1,227
3256
$436K ﹤0.01%
53,650
-19,505
3257
$435K ﹤0.01%
10,277
+158
3258
$435K ﹤0.01%
48,713
-251,721
3259
$433K ﹤0.01%
24,357
-855
3260
$431K ﹤0.01%
13,666
+202
3261
$428K ﹤0.01%
+22,705
3262
$424K ﹤0.01%
15,247
-1,037
3263
$424K ﹤0.01%
7,000
3264
$423K ﹤0.01%
2,581
+541
3265
$422K ﹤0.01%
2,418
-203
3266
$422K ﹤0.01%
+24,360
3267
$419K ﹤0.01%
11,951
-15,604
3268
$419K ﹤0.01%
13,401
+2,333
3269
$418K ﹤0.01%
33,263
-82,060
3270
$418K ﹤0.01%
117,534
+39,915
3271
$415K ﹤0.01%
15,369
+6,782
3272
$414K ﹤0.01%
5,698
-144
3273
$414K ﹤0.01%
17,132
+2,045
3274
$412K ﹤0.01%
8,029
-5,445
3275
$412K ﹤0.01%
6,937