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
3501
$248K ﹤0.01%
12,173
+1,972
3502
$248K ﹤0.01%
50,661
-72,005
3503
$247K ﹤0.01%
10,757
3504
$247K ﹤0.01%
14,971
+9,092
3505
$246K ﹤0.01%
162,697
-60,979
3506
$246K ﹤0.01%
7,613
-3,158
3507
$245K ﹤0.01%
+3,269
3508
$244K ﹤0.01%
23,060
+241
3509
$243K ﹤0.01%
56,982
+49,987
3510
$243K ﹤0.01%
8,491
+4,325
3511
$242K ﹤0.01%
15,085
-157,087
3512
$241K ﹤0.01%
1,456
-37
3513
$240K ﹤0.01%
850
-18
3514
$239K ﹤0.01%
7,382
+946
3515
$239K ﹤0.01%
12,260
+1,854
3516
$239K ﹤0.01%
7,228
-363
3517
$239K ﹤0.01%
7,904
3518
$238K ﹤0.01%
9,353
3519
$237K ﹤0.01%
7,943
+133
3520
$236K ﹤0.01%
+7,795
3521
$236K ﹤0.01%
+25,000
3522
$235K ﹤0.01%
4,731
+72
3523
$234K ﹤0.01%
14,027
+10,429
3524
$232K ﹤0.01%
13,949
-2,776
3525
$232K ﹤0.01%
17,438
+714