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
1251
$22.5M ﹤0.01%
2,015,379
-57,778
1252
$22.4M ﹤0.01%
139,944
+407
1253
$22.4M ﹤0.01%
4,130,084
+4,116,151
1254
$22.4M ﹤0.01%
398,055
+12,330
1255
$22.3M ﹤0.01%
611,476
+186,256
1256
$22.3M ﹤0.01%
422,208
-15,832
1257
$22.3M ﹤0.01%
567,478
-14,575
1258
$22.2M ﹤0.01%
120,678
+18,640
1259
$22.2M ﹤0.01%
691,040
+287,814
1260
$22.2M ﹤0.01%
257,373
+31,753
1261
$22.2M ﹤0.01%
1,701,364
+360,393
1262
$22.2M ﹤0.01%
221,245
-514
1263
$22.1M ﹤0.01%
812,248
+43,221
1264
$22M ﹤0.01%
+1,102,830
1265
$22M ﹤0.01%
1,416,369
-24,629
1266
$21.9M ﹤0.01%
1,008,688
+878,819
1267
$21.9M ﹤0.01%
521,355
-540
1268
$21.9M ﹤0.01%
1,346,754
-11,571
1269
$21.9M ﹤0.01%
621,446
-310,856
1270
$21.8M ﹤0.01%
563,456
+186,002
1271
$21.8M ﹤0.01%
428,648
-73,272
1272
$21.7M ﹤0.01%
355,972
-596,488
1273
$21.7M ﹤0.01%
1,347,788
+295,600
1274
$21.7M ﹤0.01%
1,832,304
+178,854
1275
$21.6M ﹤0.01%
268,268
-954,018