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
4451
$88K ﹤0.01%
1,033
4452
$87.9K ﹤0.01%
+16,545
4453
$87.8K ﹤0.01%
10,981
-1,666
4454
$87.8K ﹤0.01%
24,469
-8,828
4455
$87.8K ﹤0.01%
2,967
-1,441
4456
$87.8K ﹤0.01%
6,238
+1,157
4457
$87.4K ﹤0.01%
4,399
-490
4458
$87.1K ﹤0.01%
3,809
+537
4459
$87.1K ﹤0.01%
4,684
-1,074
4460
$87K ﹤0.01%
26,289
-6,032
4461
$87K ﹤0.01%
2,660
-522
4462
$86.9K ﹤0.01%
+3,698
4463
$86.8K ﹤0.01%
28,372
-5,542
4464
$86.8K ﹤0.01%
13,860
-2,703
4465
$86.4K ﹤0.01%
11,283
-2,848
4466
$86.4K ﹤0.01%
9,084
-1,736
4467
$86.2K ﹤0.01%
+829
4468
$86K ﹤0.01%
3,500
+3,448
4469
$85.9K ﹤0.01%
5,250
-1,200
4470
$85.5K ﹤0.01%
6,859
+3,498
4471
$84.8K ﹤0.01%
7,759
-1,564
4472
$84.7K ﹤0.01%
66,677
-146,887
4473
$84.5K ﹤0.01%
5,632
-2,260
4474
$84.4K ﹤0.01%
6,209
-14,840
4475
$84.2K ﹤0.01%
10,471
-29,390