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
4376
$98.4K ﹤0.01%
604
4377
$98.1K ﹤0.01%
2,077
+1,577
4378
$98.1K ﹤0.01%
+1,984
4379
$97.9K ﹤0.01%
6,860
-2,173
4380
$97.5K ﹤0.01%
3,848
-1,876
4381
$97.3K ﹤0.01%
40,697
-8,512
4382
$97.3K ﹤0.01%
11,732
-2,302
4383
$97.1K ﹤0.01%
11,474
-2,633
4384
$97K ﹤0.01%
6,865
-1,549
4385
$96K ﹤0.01%
+1,912
4386
$95.9K ﹤0.01%
5,285
-2,133
4387
$95.9K ﹤0.01%
18,763
-66,234
4388
$95.7K ﹤0.01%
7,415
-3,298
4389
$95.5K ﹤0.01%
3,122
4390
$95.3K ﹤0.01%
5,107
+4,273
4391
$95K ﹤0.01%
43,195
+4,961
4392
$94.9K ﹤0.01%
10,142
-1,316
4393
$94.9K ﹤0.01%
14,251
-3,679
4394
$94.9K ﹤0.01%
1,042
4395
$94.3K ﹤0.01%
2,291
+430
4396
$94.2K ﹤0.01%
14,632
+14,465
4397
$94.2K ﹤0.01%
3,760
-728
4398
$94K ﹤0.01%
12,068
-2,793
4399
$94K ﹤0.01%
4,699
-921
4400
$93.9K ﹤0.01%
3,003
-228