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
1226
$30.8M ﹤0.01%
337,825
+73,324
1227
$30.8M ﹤0.01%
440,461
-1,539
1228
$30.6M ﹤0.01%
111,712
-13,876
1229
$30.6M ﹤0.01%
303,135
+7,430
1230
$30.4M ﹤0.01%
1,943,546
-117,260
1231
$30.3M ﹤0.01%
451,825
-123,417
1232
$30.3M ﹤0.01%
812,785
+235,481
1233
$30.3M ﹤0.01%
576,836
-19,421
1234
$30.3M ﹤0.01%
729,177
+11,242
1235
$30.3M ﹤0.01%
403,246
-233,087
1236
$30.2M ﹤0.01%
275,742
-3,964
1237
$30.2M ﹤0.01%
102,647
+16,113
1238
$30.1M ﹤0.01%
675,311
-29,784
1239
$30M ﹤0.01%
95,582
-3,662
1240
$29.8M ﹤0.01%
2,311,809
+341,975
1241
$29.8M ﹤0.01%
318,371
-26,431
1242
$29.7M ﹤0.01%
449,588
-168,167
1243
$29.7M ﹤0.01%
1,400,577
+647,347
1244
$29.7M ﹤0.01%
350,000
1245
$29.7M ﹤0.01%
203,956
+1,008
1246
$29.6M ﹤0.01%
777,735
-662,215
1247
$29.6M ﹤0.01%
913,856
-10,101
1248
$29.6M ﹤0.01%
128,459
-9,991
1249
$29.5M ﹤0.01%
113,478
-1,501
1250
$29.4M ﹤0.01%
121,584
-4,273