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
3901
$79K ﹤0.01%
2,769
+565
3902
$79K ﹤0.01%
7,324
-2,119
3903
$79K ﹤0.01%
19,682
-109,519
3904
$79K ﹤0.01%
2,373
3905
$78K ﹤0.01%
+1,945
3906
$77K ﹤0.01%
19,974
-249,566
3907
$77K ﹤0.01%
6,193
+1,255
3908
$76K ﹤0.01%
5,292
+648
3909
$76K ﹤0.01%
3,798
+483
3910
$75K ﹤0.01%
3,516
3911
$75K ﹤0.01%
1,920
+805
3912
$75K ﹤0.01%
2,393
-379
3913
$75K ﹤0.01%
3,033
+946
3914
$75K ﹤0.01%
1,856
-4,410
3915
$74K ﹤0.01%
7,200
+842
3916
$74K ﹤0.01%
2,162
-28
3917
$74K ﹤0.01%
4,149
+879
3918
$74K ﹤0.01%
2,185
-120
3919
$74K ﹤0.01%
2,531
+619
3920
$74K ﹤0.01%
2,182
+658
3921
$73K ﹤0.01%
6,407
+21
3922
$73K ﹤0.01%
1,656
+290
3923
$73K ﹤0.01%
1,235
3924
$73K ﹤0.01%
6,476
+4,161
3925
$73K ﹤0.01%
+2,283