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
1051
$44.7M ﹤0.01%
946,101
-83,308
1052
$44.7M ﹤0.01%
938,992
-403,184
1053
$44.5M ﹤0.01%
349,320
+209,229
1054
$44.3M ﹤0.01%
4,734,593
+820,980
1055
$43.8M ﹤0.01%
209,506
+17,958
1056
$43.7M ﹤0.01%
1,246,089
+276,018
1057
$43.7M ﹤0.01%
529,363
-603,847
1058
$43.6M ﹤0.01%
2,997,404
-864,686
1059
$43.6M ﹤0.01%
1,458,791
-84,486
1060
$43.4M ﹤0.01%
4,582,997
+2,888,357
1061
$43.3M ﹤0.01%
+510,204
1062
$43.3M ﹤0.01%
1,160,466
-599,768
1063
$43.2M ﹤0.01%
5,136,484
+141,579
1064
$43.2M ﹤0.01%
1,702,042
+140,761
1065
$42.8M ﹤0.01%
473,639
+99,311
1066
$42.8M ﹤0.01%
1,070,502
-61,062
1067
$42.8M ﹤0.01%
1,019,431
-99,097
1068
$42.8M ﹤0.01%
872,613
-3,867
1069
$42.7M ﹤0.01%
255,232
-2,795
1070
$42.5M ﹤0.01%
245,813
-23,445
1071
$42.5M ﹤0.01%
112,422
+1,546
1072
$42.4M ﹤0.01%
916,142
+891,493
1073
$42.1M ﹤0.01%
186,314
-15,839
1074
$42M ﹤0.01%
1,218,436
-71,777
1075
$42M ﹤0.01%
1,931,317
+945,620