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
1401
$16.6M ﹤0.01%
268,588
-112,848
1402
$16.6M ﹤0.01%
473,803
-3,493,862
1403
$16.6M ﹤0.01%
548,341
+4,988
1404
$16.6M ﹤0.01%
6,969,413
+106,017
1405
$16.5M ﹤0.01%
835,521
+161,329
1406
$16.4M ﹤0.01%
627,026
+169,861
1407
$16.4M ﹤0.01%
244,068
-809
1408
$16.4M ﹤0.01%
353,913
+4,172
1409
$16.3M ﹤0.01%
129,376
+7,122
1410
$16.3M ﹤0.01%
683,559
-105,644
1411
$16.3M ﹤0.01%
1,609,550
-232,842
1412
$16.3M ﹤0.01%
202,634
+4,228
1413
$16.2M ﹤0.01%
3,016,545
-182,237
1414
$16.2M ﹤0.01%
354,741
+342,916
1415
$16.2M ﹤0.01%
65,737
-86,685
1416
$16.1M ﹤0.01%
130,074
-35,041
1417
$16.1M ﹤0.01%
+155,600
1418
$16.1M ﹤0.01%
159,916
-112,495
1419
$16.1M ﹤0.01%
1,771,846
-838,116
1420
$16.1M ﹤0.01%
420,125
-27,140
1421
$16M ﹤0.01%
529,386
-134,229
1422
$16M ﹤0.01%
308,226
-225,437
1423
$15.8M ﹤0.01%
526,538
-9,445
1424
$15.8M ﹤0.01%
2,528,923
-1,038,946
1425
$15.8M ﹤0.01%
380,573
+364,991