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
3626
$171K ﹤0.01%
12,668
-3,245
3627
$171K ﹤0.01%
4,266
+1,630
3628
$170K ﹤0.01%
23,504
+2,804
3629
$170K ﹤0.01%
+5,146
3630
$170K ﹤0.01%
3,340
+1,238
3631
$170K ﹤0.01%
+6,689
3632
$169K ﹤0.01%
46,242
-9,802
3633
$169K ﹤0.01%
32,850
+26,730
3634
$167K ﹤0.01%
6,475
3635
$167K ﹤0.01%
438
-1,588
3636
$167K ﹤0.01%
18,759
-245,107
3637
$167K ﹤0.01%
9,959
+785
3638
$167K ﹤0.01%
749
+113
3639
$166K ﹤0.01%
11,004
+1,715
3640
$166K ﹤0.01%
39,047
-1,692,296
3641
$166K ﹤0.01%
10,252
+1,218
3642
$166K ﹤0.01%
2,348
+257
3643
$165K ﹤0.01%
4,412
-133
3644
$165K ﹤0.01%
3,598
+231
3645
$164K ﹤0.01%
10,913
+1,529
3646
$164K ﹤0.01%
20,907
+2,753
3647
$164K ﹤0.01%
7,686
+573
3648
$164K ﹤0.01%
2,496
+95
3649
$163K ﹤0.01%
+1,646
3650
$161K ﹤0.01%
6,278
-11,071