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
4001
$58K ﹤0.01%
3,126
-48,987
4002
$58K ﹤0.01%
+8,294
4003
$57K ﹤0.01%
2,632
+1,293
4004
$57K ﹤0.01%
2,993
+993
4005
$57K ﹤0.01%
+241
4006
$57K ﹤0.01%
1,465
+425
4007
$57K ﹤0.01%
1,876
+945
4008
0
4009
$57K ﹤0.01%
15,563
-261,508
4010
$57K ﹤0.01%
+916
4011
$57K ﹤0.01%
5,795
-56,961
4012
$56K ﹤0.01%
8,410
+1,154
4013
$56K ﹤0.01%
9,369
+1,457
4014
$56K ﹤0.01%
6,516
-7,088
4015
$56K ﹤0.01%
5,025
-28,550
4016
$56K ﹤0.01%
5,821
+5,177
4017
$55K ﹤0.01%
1,566
-167,229
4018
$55K ﹤0.01%
6,679
+694
4019
$55K ﹤0.01%
1,218
4020
$55K ﹤0.01%
776
4021
$55K ﹤0.01%
14,700
+11,500
4022
$55K ﹤0.01%
1,407
-442
4023
$55K ﹤0.01%
1,852
+144
4024
$54K ﹤0.01%
+14,047
4025
$54K ﹤0.01%
1,884
+210