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
$857B
AUM Growth
-$16.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,847
New
Increased
Reduced
Closed

Top Buys

1 +$3.57B
2 +$2.84B
3 +$2.47B
4
MA icon
Mastercard
MA
+$1.44B
5
META icon
Meta Platforms (Facebook)
META
+$1.31B

Top Sells

1 +$4.44B
2 +$3.14B
3 +$1.87B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.84B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57B

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4201
$139K ﹤0.01%
27,811
-4,608
4202
$139K ﹤0.01%
18,791
-965
4203
$139K ﹤0.01%
92,016
-83,268
4204
$139K ﹤0.01%
5,124
-2,371
4205
$138K ﹤0.01%
17,739
-11,236
4206
$138K ﹤0.01%
3,625
-380
4207
$138K ﹤0.01%
6,739
-960
4208
$137K ﹤0.01%
29,931
-18,076
4209
$137K ﹤0.01%
+4,848
4210
$136K ﹤0.01%
60,002
+5,247
4211
$136K ﹤0.01%
27,953
-9,952
4212
$136K ﹤0.01%
9,934
-5,168
4213
$136K ﹤0.01%
16,076
-2,801
4214
$136K ﹤0.01%
71,821
-10,584
4215
$136K ﹤0.01%
1,921
-273
4216
$135K ﹤0.01%
4,222
-582
4217
$135K ﹤0.01%
+7,387
4218
$135K ﹤0.01%
+3,639
4219
$134K ﹤0.01%
16,036
-6,720
4220
$134K ﹤0.01%
+3,041
4221
$134K ﹤0.01%
13,966
-1,632
4222
$134K ﹤0.01%
6,300
-1,044
4223
$133K ﹤0.01%
99,503
-14,088
4224
$133K ﹤0.01%
802
-146
4225
$133K ﹤0.01%
56,342
+4,359