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
3451
$275K ﹤0.01%
3,828
+3,522
3452
$274K ﹤0.01%
25,388
+906
3453
$274K ﹤0.01%
18,283
-25,147
3454
$274K ﹤0.01%
28,777
-32,993
3455
$273K ﹤0.01%
68,115
+64,956
3456
$273K ﹤0.01%
7,830
+1,587
3457
$273K ﹤0.01%
13,014
+6,386
3458
$273K ﹤0.01%
9,934
+1,232
3459
$272K ﹤0.01%
5,872
-195,996
3460
$272K ﹤0.01%
5,390
-1,077
3461
$272K ﹤0.01%
21,245
+7,345
3462
$272K ﹤0.01%
10,400
-2,000
3463
$271K ﹤0.01%
6,119
+441
3464
$271K ﹤0.01%
10,558
-314
3465
$271K ﹤0.01%
13,170
+2,101
3466
$271K ﹤0.01%
6,669
-178,881
3467
$271K ﹤0.01%
6,173
+2,336
3468
$270K ﹤0.01%
112,536
+22,027
3469
$270K ﹤0.01%
3,357
-995
3470
$269K ﹤0.01%
10,470
-202,145
3471
$269K ﹤0.01%
14,521
+1,971
3472
$267K ﹤0.01%
4,912
+4,617
3473
$265K ﹤0.01%
61,166
-345,055
3474
$264K ﹤0.01%
+414
3475
$264K ﹤0.01%
44,050
-129,371