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
3926
$73K ﹤0.01%
7,144
+796
3927
$73K ﹤0.01%
21,268
+5,780
3928
$73K ﹤0.01%
+702
3929
$72K ﹤0.01%
2,815
+337
3930
$72K ﹤0.01%
7,103
+6,415
3931
$71K ﹤0.01%
4,635
3932
$71K ﹤0.01%
311
+38
3933
$71K ﹤0.01%
23,698
-9,522
3934
$71K ﹤0.01%
2,462
+111
3935
$71K ﹤0.01%
4,944
-70,639
3936
$71K ﹤0.01%
24,349
+3,572
3937
$71K ﹤0.01%
2,100
+1,612
3938
$71K ﹤0.01%
+1,824
3939
$70K ﹤0.01%
2,487
+422
3940
$70K ﹤0.01%
2,066
+1,603
3941
$70K ﹤0.01%
35,761
+11,435
3942
$69K ﹤0.01%
+11,271
3943
$69K ﹤0.01%
826
+126
3944
$69K ﹤0.01%
3,898
+1,344
3945
$69K ﹤0.01%
2,829
+2,247
3946
$69K ﹤0.01%
1,110
-2,941
3947
$69K ﹤0.01%
5,530
-91,731
3948
0
3949
$68K ﹤0.01%
678
+584
3950
$68K ﹤0.01%
13,287
+1,978