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
551
$176M 0.02%
885,777
+50,639
552
$174M 0.02%
755,374
+30,347
553
$173M 0.02%
2,122,505
+414,070
554
$173M 0.02%
1,507,768
-165,197
555
$170M 0.02%
2,331,105
-182,914
556
$168M 0.02%
4,403,388
-138,385
557
$168M 0.02%
1,187,435
-2,793,204
558
$167M 0.02%
7,648,221
-47,447
559
$167M 0.02%
712,962
+99,066
560
$166M 0.02%
4,002,566
+124,755
561
$166M 0.02%
3,010,816
+1,016,719
562
$166M 0.02%
1,606,900
-72,582
563
$166M 0.02%
1,831,694
+23,803
564
$166M 0.02%
6,170,307
-264,884
565
$165M 0.02%
1,495,275
-1,693,661
566
$165M 0.02%
2,021,622
-169,846
567
$165M 0.02%
6,048,486
+178,993
568
$164M 0.02%
15,060,621
-4,648,383
569
$164M 0.02%
1,559,860
-800,463
570
$163M 0.02%
+3,216,205
571
$163M 0.02%
5,081,135
-165,852
572
$162M 0.02%
796,217
-129,672
573
$161M 0.02%
2,368,208
-1,718,702
574
$161M 0.02%
596,499
+274
575
$161M 0.02%
2,443,140
-167,254