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
1401
$22.5M ﹤0.01%
1,274,699
+36,925
1402
$22.5M ﹤0.01%
667,816
-17,521
1403
$22.5M ﹤0.01%
450,138
+18,085
1404
$22.5M ﹤0.01%
976,484
-39,636
1405
$22.5M ﹤0.01%
676,062
-31,105
1406
$22.4M ﹤0.01%
1,078,167
+1,061,039
1407
$22.3M ﹤0.01%
740,125
+75,983
1408
$22.3M ﹤0.01%
1,064,655
-89,696
1409
$22.3M ﹤0.01%
175,026
+108,452
1410
$22.1M ﹤0.01%
862,712
-26,424
1411
$22M ﹤0.01%
424,978
+28,891
1412
$22M ﹤0.01%
515,447
+10,788
1413
$21.9M ﹤0.01%
136,278
-10,384
1414
$21.9M ﹤0.01%
188,934
-619
1415
$21.9M ﹤0.01%
752,306
+314,870
1416
$21.9M ﹤0.01%
6,910,882
+776,487
1417
$21.9M ﹤0.01%
111,442
+5,118
1418
$21.9M ﹤0.01%
1,857,730
-583,749
1419
$21.9M ﹤0.01%
182,039
-13,672
1420
$21.9M ﹤0.01%
35,506
-703
1421
$21.8M ﹤0.01%
127,952
-11,889
1422
$21.7M ﹤0.01%
173,185
-512
1423
$21.7M ﹤0.01%
89,593
-31,365
1424
$21.6M ﹤0.01%
2,052,076
-3,742,924
1425
$21.5M ﹤0.01%
496,551
-7,425