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
3526
$231K ﹤0.01%
4,130
3527
$229K ﹤0.01%
8,746
+85
3528
$229K ﹤0.01%
4,319
+1,798
3529
$228K ﹤0.01%
5,840
-4,721
3530
$228K ﹤0.01%
32,267
3531
$228K ﹤0.01%
2,035
-2
3532
$228K ﹤0.01%
14,389
-40,416
3533
$228K ﹤0.01%
8,930
-2,980
3534
$227K ﹤0.01%
1,487
+150
3535
$226K ﹤0.01%
66,687
-100,434
3536
$226K ﹤0.01%
11,515
-1,680
3537
$225K ﹤0.01%
6,632
+1,327
3538
$224K ﹤0.01%
57,545
+48,263
3539
$224K ﹤0.01%
12,078
-4,276
3540
$224K ﹤0.01%
115,319
+103,260
3541
$222K ﹤0.01%
937
+116
3542
$222K ﹤0.01%
15,806
+8,180
3543
$221K ﹤0.01%
6,750
+2,927
3544
$220K ﹤0.01%
15,866
-7,172
3545
$220K ﹤0.01%
6,127
-326
3546
$219K ﹤0.01%
10,082
-3,477
3547
$219K ﹤0.01%
5,997
-395
3548
$218K ﹤0.01%
8,023
-7,998
3549
$217K ﹤0.01%
11,326
-24,456
3550
$217K ﹤0.01%
3,300
-12,076