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
5001
$13.5K ﹤0.01%
339
5002
$13.5K ﹤0.01%
155
-34,020
5003
$13.4K ﹤0.01%
+620
5004
$13.3K ﹤0.01%
13,318
-133,096
5005
$13.3K ﹤0.01%
+917
5006
$13.3K ﹤0.01%
436
-2,014
5007
$13.2K ﹤0.01%
4,067
+2,213
5008
$13.1K ﹤0.01%
221
-1,692
5009
$13.1K ﹤0.01%
+1,920
5010
$13K ﹤0.01%
29,463
+4,539
5011
$12.9K ﹤0.01%
523
-230,177
5012
$12.8K ﹤0.01%
181
-21
5013
$12.8K ﹤0.01%
1,306
+6
5014
$12.8K ﹤0.01%
+2,331
5015
$12.6K ﹤0.01%
+330
5016
$12.6K ﹤0.01%
445
5017
$12.6K ﹤0.01%
1,054
+931
5018
$12.5K ﹤0.01%
500
5019
$12.5K ﹤0.01%
+619
5020
$12.4K ﹤0.01%
8,874
+7,338
5021
$12.4K ﹤0.01%
3,162
+2,962
5022
$12.3K ﹤0.01%
211
5023
$12.3K ﹤0.01%
4,591
+358
5024
$12.2K ﹤0.01%
+720
5025
$12.1K ﹤0.01%
+2,775