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
1301
$27.2M ﹤0.01%
599,343
-38,095
1302
$27.2M ﹤0.01%
1,570,851
-112,353
1303
$27.1M ﹤0.01%
1,828,608
-64,998
1304
$27.1M ﹤0.01%
583,792
+15,959
1305
$27M ﹤0.01%
626,519
+86,015
1306
$27M ﹤0.01%
1,777,095
+459,298
1307
$26.9M ﹤0.01%
426,637
+37,477
1308
$26.8M ﹤0.01%
449,458
+56,466
1309
$26.7M ﹤0.01%
1,370,648
+70,797
1310
$26.5M ﹤0.01%
500,662
-39,880
1311
$26.5M ﹤0.01%
133,760
-352,191
1312
$26.5M ﹤0.01%
1,568,712
+76,095
1313
$26.3M ﹤0.01%
962,919
-112,298
1314
$26.3M ﹤0.01%
683,453
-130,270
1315
$26.3M ﹤0.01%
1,863,865
+266,775
1316
$26.3M ﹤0.01%
1,124,216
-1,060,230
1317
$26.2M ﹤0.01%
222,120
-14,884
1318
$26.1M ﹤0.01%
1,207,534
+112,748
1319
$26.1M ﹤0.01%
480,249
-6,725
1320
$25.8M ﹤0.01%
5,755,476
+5,755,444
1321
$25.8M ﹤0.01%
599,588
-141,465
1322
$25.8M ﹤0.01%
290,379
-13,154
1323
$25.8M ﹤0.01%
416,159
-12,463
1324
$25.7M ﹤0.01%
221,493
-18,290
1325
$25.5M ﹤0.01%
839,638
+442,509