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
1226
$23.5M ﹤0.01%
752,141
-44,809
1227
$23.5M ﹤0.01%
1,916,291
+165,708
1228
$23.4M ﹤0.01%
357,725
-418,900
1229
$23.4M ﹤0.01%
333,258
-42,810
1230
$23.4M ﹤0.01%
1,451,159
+485
1231
$23.3M ﹤0.01%
6,041,935
+3,512,414
1232
$23.2M ﹤0.01%
619,720
-45,541
1233
$23.2M ﹤0.01%
1,156,684
-160,416
1234
$23.1M ﹤0.01%
257,942
+58,966
1235
$23.1M ﹤0.01%
160,377
+1,490
1236
$23.1M ﹤0.01%
256,534
-2,902
1237
$23.1M ﹤0.01%
265,486
+9,309
1238
$23M ﹤0.01%
813,564
-2,655
1239
$22.9M ﹤0.01%
987,681
+46,429
1240
$22.8M ﹤0.01%
562,023
-258,941
1241
$22.7M ﹤0.01%
479,888
+13,532
1242
$22.7M ﹤0.01%
492,493
+134,035
1243
$22.7M ﹤0.01%
756,021
+88,122
1244
$22.7M ﹤0.01%
21,749
+7,844
1245
$22.6M ﹤0.01%
203,494
+33,277
1246
$22.5M ﹤0.01%
1,482,547
-167,760
1247
$22.5M ﹤0.01%
503,338
+132,741
1248
$22.5M ﹤0.01%
387,545
-25,054
1249
$22.5M ﹤0.01%
3,151,053
+1,829,495
1250
$22.5M ﹤0.01%
132,888
+15,317