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
1151
$26.9M 0.01%
156,903
-29,432
1152
$26.9M 0.01%
494,500
1153
$26.9M 0.01%
1,622,840
+1,394,972
1154
$26.9M 0.01%
414,262
+402,542
1155
$26.7M 0.01%
498,000
1156
$26.5M 0.01%
1,221,956
+90,030
1157
$26.4M 0.01%
1,001,001
1158
$26.3M 0.01%
1,425,517
+535,821
1159
$26.3M 0.01%
621,244
+547,062
1160
$26.2M 0.01%
1,625,943
+327,277
1161
$26.2M 0.01%
257,048
+179,258
1162
$26.1M 0.01%
2,579,638
+187,407
1163
$26.1M 0.01%
624,945
+258,146
1164
$26.1M 0.01%
995,634
1165
$26.1M 0.01%
2,246,331
-141,840
1166
$26M 0.01%
2,936,385
+940,589
1167
$25.9M 0.01%
343,048
-92,193
1168
$25.9M 0.01%
+792,451
1169
$25.9M 0.01%
518,549
-31,040
1170
$25.9M 0.01%
943,982
+403,439
1171
$25.8M 0.01%
684,406
+224,390
1172
$25.7M 0.01%
261,817
+23,525
1173
$25.6M 0.01%
490,000
1174
$25.6M 0.01%
194,532
-173,389
1175
$25.6M 0.01%
283,640
-8,096