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
$472B
AUM Growth
+$19.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,129
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.53B
3 +$1.22B
4
CVX icon
Chevron
CVX
+$1.1B
5
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$985M

Top Sells

1 +$3.64B
2 +$1.2B
3 +$954M
4
V icon
Visa
V
+$838M
5
T icon
AT&T
T
+$801M

Sector Composition

1 Technology 13.66%
2 Financials 13.19%
3 Healthcare 9.98%
4 Consumer Discretionary 9.29%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$31.6M 0.01%
1,054,826
+534,496
1077
$31.4M 0.01%
2,045,200
-851,751
1078
$31.3M 0.01%
390,722
-20,649
1079
$31.3M 0.01%
328,508
+22,313
1080
$31.3M 0.01%
2,474,903
-1,422,967
1081
$31.2M 0.01%
572,440
-154,253
1082
$31.2M 0.01%
1,039,243
+38,498
1083
$31.1M 0.01%
308,456
+34,316
1084
$31.1M 0.01%
1,490,361
+146,627
1085
$31.1M 0.01%
1,174,763
+367,547
1086
$31M 0.01%
6,365,656
+3,660,115
1087
$30.9M 0.01%
1,289,701
+404,935
1088
$30.8M 0.01%
+644,783
1089
$30.6M 0.01%
1,201,921
-4,948,494
1090
$30.4M 0.01%
522,403
+53,038
1091
$30.4M 0.01%
832,688
-217,206
1092
$30.4M 0.01%
779,128
-12,961
1093
$30.4M 0.01%
9,935,299
+677,615
1094
$30.3M 0.01%
2,112,701
+287,223
1095
$30.3M 0.01%
1,052,065
-1,006,162
1096
$30.2M 0.01%
563,505
-118
1097
$30.2M 0.01%
256,226
-407,960
1098
$29.9M 0.01%
1,484,494
-237,362
1099
$29.7M 0.01%
291,196
+36,646
1100
$29.6M 0.01%
672,599
-7,412