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
1451
$15M ﹤0.01%
188,157
-642,249
1452
$15M ﹤0.01%
452,406
+451,506
1453
$14.9M ﹤0.01%
599,150
-58,145
1454
$14.9M ﹤0.01%
233,814
+151,518
1455
$14.9M ﹤0.01%
282,182
-213,318
1456
$14.9M ﹤0.01%
533,251
-34,571
1457
$14.9M ﹤0.01%
276,612
+61,474
1458
$14.8M ﹤0.01%
305,123
+1,389
1459
$14.8M ﹤0.01%
511,997
+12,135
1460
$14.8M ﹤0.01%
109,936
-139,519
1461
$14.8M ﹤0.01%
298,722
-6,508
1462
$14.8M ﹤0.01%
74,473
-19,757
1463
$14.8M ﹤0.01%
300,871
+4,943
1464
$14.8M ﹤0.01%
591,992
+97,231
1465
$14.6M ﹤0.01%
731,266
+9,254
1466
$14.6M ﹤0.01%
136,537
+12,410
1467
$14.6M ﹤0.01%
72,517
-21,974
1468
$14.5M ﹤0.01%
675,453
-121,843
1469
$14.5M ﹤0.01%
406,713
+6,791
1470
$14.5M ﹤0.01%
1,622,147
-597,556
1471
$14.5M ﹤0.01%
494,921
-1,818
1472
$14.5M ﹤0.01%
510,553
-152,086
1473
$14.4M ﹤0.01%
431,173
+313,487
1474
$14.4M ﹤0.01%
285,003
+275,286
1475
$14.4M ﹤0.01%
1,037,495
-445,874