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
5101
$8.54K ﹤0.01%
+3,516
5102
$8.51K ﹤0.01%
199
-5,428
5103
$8.47K ﹤0.01%
346
5104
$8.46K ﹤0.01%
1,087
+148
5105
$8.36K ﹤0.01%
3,469
+3,464
5106
$8.31K ﹤0.01%
279
-581
5107
$8.24K ﹤0.01%
+181
5108
$8.24K ﹤0.01%
+235
5109
$8.21K ﹤0.01%
121
-97
5110
$8.15K ﹤0.01%
149
+30
5111
$8.11K ﹤0.01%
5,165
+5,159
5112
$7.98K ﹤0.01%
186
-397
5113
0
5114
$7.94K ﹤0.01%
5,023
+4,504
5115
$7.87K ﹤0.01%
+1,035
5116
$7.76K ﹤0.01%
+375
5117
$7.69K ﹤0.01%
627
+254
5118
$7.69K ﹤0.01%
+169
5119
$7.68K ﹤0.01%
1,733
+6
5120
0
5121
$7.56K ﹤0.01%
298
+263
5122
$7.55K ﹤0.01%
+905
5123
$7.5K ﹤0.01%
+64
5124
$7.49K ﹤0.01%
+1
5125
$7.46K ﹤0.01%
1,292
-49,976