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
3601
$184K ﹤0.01%
57,621
+22,498
3602
$184K ﹤0.01%
7,404
-58
3603
$183K ﹤0.01%
3,304
-84
3604
$183K ﹤0.01%
163
-42
3605
$182K ﹤0.01%
34,282
-9,396
3606
$182K ﹤0.01%
1,856
+178
3607
$181K ﹤0.01%
12,348
-1,756
3608
$181K ﹤0.01%
7,140
-117,997
3609
$180K ﹤0.01%
26,075
+2,400
3610
$180K ﹤0.01%
12,090
3611
$179K ﹤0.01%
9,970
+3,334
3612
$178K ﹤0.01%
7,747
+1,375
3613
0
3614
$178K ﹤0.01%
7,189
+46
3615
$177K ﹤0.01%
24,876
+4,652
3616
$177K ﹤0.01%
8,271
+5,462
3617
$176K ﹤0.01%
65,179
+25,069
3618
$175K ﹤0.01%
3,160
-335
3619
$175K ﹤0.01%
5,309
+1,048
3620
$174K ﹤0.01%
2,974
-6,460
3621
$173K ﹤0.01%
28,409
+23,803
3622
$173K ﹤0.01%
25,955
+4,005
3623
$173K ﹤0.01%
2,936
-514
3624
$173K ﹤0.01%
4,736
-262
3625
$172K ﹤0.01%
4,260
+843