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
1426
$15.7M ﹤0.01%
270,377
-81,702
1427
$15.7M ﹤0.01%
1,165,850
+20,532
1428
$15.7M ﹤0.01%
773,678
-548,858
1429
$15.7M ﹤0.01%
1,657,822
-412,803
1430
$15.7M ﹤0.01%
1,765,187
-50,166
1431
$15.7M ﹤0.01%
382,868
-5,314
1432
$15.6M ﹤0.01%
416,385
+70,770
1433
$15.6M ﹤0.01%
307,296
+6,211
1434
$15.6M ﹤0.01%
142,336
-875,235
1435
$15.6M ﹤0.01%
141,179
-87,493
1436
$15.5M ﹤0.01%
55,927
-47,400
1437
$15.4M ﹤0.01%
1,621,897
1438
$15.3M ﹤0.01%
815,182
-89,996
1439
$15.3M ﹤0.01%
+380,228
1440
$15.3M ﹤0.01%
332,824
-67,770
1441
$15.3M ﹤0.01%
302,004
+46,268
1442
$15.3M ﹤0.01%
301,368
-1,459,768
1443
$15.2M ﹤0.01%
682,198
-104,327
1444
$15.2M ﹤0.01%
364,342
-1,030,842
1445
$15.1M ﹤0.01%
791,438
+579,205
1446
$15.1M ﹤0.01%
936,620
+8,486
1447
$15.1M ﹤0.01%
716,348
-755,920
1448
$15.1M ﹤0.01%
411,973
-809
1449
$15.1M ﹤0.01%
296,288
-118,085
1450
$15M ﹤0.01%
273,346
-57,466