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
3726
$133K ﹤0.01%
2,948
-1,527
3727
$132K ﹤0.01%
642
+100
3728
$132K ﹤0.01%
18,920
-277,583
3729
$131K ﹤0.01%
11,624
+5,627
3730
$131K ﹤0.01%
26,054
-196,423
3731
$131K ﹤0.01%
89,479
+81,785
3732
$131K ﹤0.01%
1,912
-100
3733
$130K ﹤0.01%
3,940
+1,565
3734
$129K ﹤0.01%
70,226
-23,865
3735
$129K ﹤0.01%
31,461
+5,800
3736
$128K ﹤0.01%
+13,245
3737
$128K ﹤0.01%
8,168
+2,404
3738
$128K ﹤0.01%
+12,300
3739
$127K ﹤0.01%
8,752
+242
3740
$127K ﹤0.01%
12,248
+7,504
3741
$126K ﹤0.01%
3,444
-9,524
3742
$126K ﹤0.01%
+8,869
3743
$126K ﹤0.01%
5,995
+2,798
3744
$126K ﹤0.01%
10,406
-34,122
3745
$126K ﹤0.01%
4,307
-4,437
3746
$126K ﹤0.01%
34,242
-40,126
3747
$125K ﹤0.01%
2,742
-1,491
3748
$125K ﹤0.01%
6,998
-1,519,266
3749
$125K ﹤0.01%
+13
3750
$124K ﹤0.01%
51,548
-410,752