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
4501
$79.8K ﹤0.01%
5,054
+1,269
4502
$79.8K ﹤0.01%
+893
4503
$79.3K ﹤0.01%
3,814
-2,618
4504
$79K ﹤0.01%
7,201
-1,643
4505
$78.9K ﹤0.01%
989
+845
4506
$78.9K ﹤0.01%
15,107
-52,492
4507
$78.8K ﹤0.01%
5,547
-1,197
4508
$78.6K ﹤0.01%
12,882
-2,952
4509
$78.4K ﹤0.01%
49,642
-9,657
4510
$78.4K ﹤0.01%
3,159
-706
4511
$77.8K ﹤0.01%
30,521
-5,603
4512
$77.7K ﹤0.01%
3,495
-18,769
4513
$77.4K ﹤0.01%
45,539
+173
4514
$77.4K ﹤0.01%
10,002
-4,406
4515
$77K ﹤0.01%
8,446
-51,783
4516
$76.6K ﹤0.01%
2,461
-564
4517
$76.5K ﹤0.01%
24,600
-2,513
4518
$76.4K ﹤0.01%
2,616
-27,837
4519
$76.4K ﹤0.01%
2,310
+2,114
4520
$76.2K ﹤0.01%
29,864
-5,821
4521
$76.1K ﹤0.01%
6,845
-1,222
4522
$76.1K ﹤0.01%
+2,794
4523
$76K ﹤0.01%
5,246
4524
$75.6K ﹤0.01%
6,903
-789,293
4525
$75.2K ﹤0.01%
2,503
+18