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
1351
$18.2M ﹤0.01%
605,954
+572,003
1352
$18.2M ﹤0.01%
318,192
+123,088
1353
$18.1M ﹤0.01%
142,582
-171,562
1354
$18M ﹤0.01%
477,598
+4,598
1355
$18M ﹤0.01%
151,032
-6,246
1356
$18M ﹤0.01%
1,473,221
-987,880
1357
$18M ﹤0.01%
284,565
+140,080
1358
$17.9M ﹤0.01%
267,665
-122,397
1359
$17.9M ﹤0.01%
634,804
-24,167
1360
$17.9M ﹤0.01%
502,008
-23,457
1361
$17.9M ﹤0.01%
1,295,583
+27,345
1362
$17.8M ﹤0.01%
668,232
-552,553
1363
$17.8M ﹤0.01%
549,130
-27,061
1364
$17.7M ﹤0.01%
858,086
+682,847
1365
$17.7M ﹤0.01%
+633,204
1366
$17.6M ﹤0.01%
837,901
+122,303
1367
$17.6M ﹤0.01%
461,601
-223,486
1368
$17.6M ﹤0.01%
433,749
-422,783
1369
$17.6M ﹤0.01%
256,129
-112,626
1370
$17.5M ﹤0.01%
15,312
+5,663
1371
$17.5M ﹤0.01%
1,334,249
-617,097
1372
$17.5M ﹤0.01%
311,756
-12,232
1373
$17.5M ﹤0.01%
591,477
-67,113
1374
$17.4M ﹤0.01%
462,310
-86,917
1375
$17.4M ﹤0.01%
732,147
-187,443