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
1151
$35.6M ﹤0.01%
1,142,423
+76,655
1152
$35.6M ﹤0.01%
503,385
+10,068
1153
$35.6M ﹤0.01%
476,852
+12,219
1154
$35.6M ﹤0.01%
598,347
-28,148
1155
$35.5M ﹤0.01%
878,680
-10,538
1156
$35.4M ﹤0.01%
490,529
+17,122
1157
$35.3M ﹤0.01%
1,024,533
+94,320
1158
$35.3M ﹤0.01%
1,058,512
+78,594
1159
$35.3M ﹤0.01%
1,137,553
-32,767
1160
$35.2M ﹤0.01%
1,053,180
+54,369
1161
$35.1M ﹤0.01%
158,391
+51,951
1162
$35.1M ﹤0.01%
750,301
-4,180
1163
$35M ﹤0.01%
338,984
-41,124
1164
$34.9M ﹤0.01%
2,198,427
+1,336,005
1165
$34.7M ﹤0.01%
446,266
-145,394
1166
$34.6M ﹤0.01%
1,043,912
+165,723
1167
$34.6M ﹤0.01%
256,782
-13,489
1168
$34.6M ﹤0.01%
247,683
+8,467
1169
$34.4M ﹤0.01%
4,890,333
+1,454,164
1170
$34.4M ﹤0.01%
213,577
+53,103
1171
$34.4M ﹤0.01%
+715,049
1172
$34.4M ﹤0.01%
537,690
-85,095
1173
$34.3M ﹤0.01%
1,668,518
-24,076
1174
$34.3M ﹤0.01%
172,521
+9,813
1175
$34.3M ﹤0.01%
638,657
+220,462