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
1301
$20.2M ﹤0.01%
346,207
+70,271
1302
$20.2M ﹤0.01%
948,897
+568,403
1303
$20.2M ﹤0.01%
276,674
+6,670
1304
$20.2M ﹤0.01%
808,662
-232,800
1305
$20.1M ﹤0.01%
382,410
+39,585
1306
$20M ﹤0.01%
619,824
-528,330
1307
$20M ﹤0.01%
397,352
+174,836
1308
$19.9M ﹤0.01%
237,866
-7,248
1309
$19.9M ﹤0.01%
180,575
+4,106
1310
$19.9M ﹤0.01%
357,499
-261,364
1311
$19.7M ﹤0.01%
266,903
-3,875
1312
$19.7M ﹤0.01%
792,934
+273,341
1313
$19.7M ﹤0.01%
88,801
-165,489
1314
$19.7M ﹤0.01%
878,302
-2,476,576
1315
$19.6M ﹤0.01%
103,705
-57,439
1316
$19.6M ﹤0.01%
1,646,971
-157,207
1317
$19.4M ﹤0.01%
171,261
-760,856
1318
$19.3M ﹤0.01%
338,906
+589
1319
$19.3M ﹤0.01%
5,381,382
+5,380,225
1320
$19.2M ﹤0.01%
290,835
+281,613
1321
$19.2M ﹤0.01%
2,600,573
+394,672
1322
$19.1M ﹤0.01%
485,486
-263
1323
$19.1M ﹤0.01%
330,810
+137,163
1324
$19M ﹤0.01%
566,146
-306,775
1325
$19M ﹤0.01%
109,752
-13,208