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
4551
$70.8K ﹤0.01%
1,267
-379
4552
$70.2K ﹤0.01%
15,138
-3,445
4553
$70.1K ﹤0.01%
40,753
-27,176
4554
$70K ﹤0.01%
8,000
4555
$69.8K ﹤0.01%
33,896
-33,110
4556
$69.7K ﹤0.01%
1,152
+11
4557
$69.3K ﹤0.01%
11,510
-3,823
4558
$68.9K ﹤0.01%
5,353
-1,630
4559
$68.7K ﹤0.01%
12,832
-2,944
4560
$68.4K ﹤0.01%
14,709
+200
4561
$68.4K ﹤0.01%
5,024
-1,199
4562
$68.4K ﹤0.01%
2,520
4563
$68.1K ﹤0.01%
3,219
+363
4564
$68.1K ﹤0.01%
3,822
-10,214
4565
$67.8K ﹤0.01%
2,361
-733
4566
$67.8K ﹤0.01%
+1,535
4567
$67.3K ﹤0.01%
19,974
-4,709
4568
$67.3K ﹤0.01%
+4,442
4569
$66.9K ﹤0.01%
16,445
+3,630
4570
$66.8K ﹤0.01%
4,544
-1,016
4571
$66.6K ﹤0.01%
7,803
-2,331
4572
$66.2K ﹤0.01%
+2,787
4573
$66K ﹤0.01%
7,572
-1,737
4574
$65.5K ﹤0.01%
2,159
+108
4575
$65.4K ﹤0.01%
10,101
-49,263