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
1276
$21.6M ﹤0.01%
8,756,217
+7,192,030
1277
$21.6M ﹤0.01%
116,581
+3,743
1278
$21.6M ﹤0.01%
706,090
-9,665
1279
$21.6M ﹤0.01%
400,466
+18,397
1280
$21.6M ﹤0.01%
269,415
+63,651
1281
$21.5M ﹤0.01%
997,178
1282
$21.5M ﹤0.01%
3,072,451
-1,220,007
1283
$21.4M ﹤0.01%
163,380
+161,361
1284
$21.4M ﹤0.01%
1,546,451
-384,754
1285
$21.3M ﹤0.01%
833,098
-4,695
1286
$21.2M ﹤0.01%
450,696
-59,937
1287
$21.1M ﹤0.01%
227,249
+59,963
1288
$21.1M ﹤0.01%
401,510
-39,395
1289
$21.1M ﹤0.01%
1,115,693
+14,605
1290
$21M ﹤0.01%
694,330
+97,210
1291
$20.9M ﹤0.01%
3,158,886
+1,264,018
1292
$20.9M ﹤0.01%
503,572
+238,327
1293
$20.8M ﹤0.01%
236,527
-17,775
1294
$20.7M ﹤0.01%
211,890
-269,070
1295
$20.6M ﹤0.01%
777,587
+468,940
1296
$20.6M ﹤0.01%
367,900
+511
1297
$20.5M ﹤0.01%
692,327
-7,173
1298
$20.5M ﹤0.01%
272,205
-142,775
1299
$20.4M ﹤0.01%
902,769
+870,196
1300
$20.4M ﹤0.01%
1,008,056
+69,161