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
1476
$14.3M ﹤0.01%
220,366
+8,514
1477
$14.3M ﹤0.01%
+503,591
1478
$14.3M ﹤0.01%
650,436
-17,034
1479
$14.2M ﹤0.01%
822,050
-148,749
1480
$14.2M ﹤0.01%
872,671
-9,206
1481
$14.2M ﹤0.01%
103,526
-23,914
1482
$14.2M ﹤0.01%
157,776
+3,898
1483
$14.1M ﹤0.01%
387,985
+51,415
1484
$14M ﹤0.01%
478,574
-200,765
1485
$13.9M ﹤0.01%
266,149
-4,921
1486
$13.9M ﹤0.01%
+1,208,412
1487
$13.9M ﹤0.01%
351,865
+87,259
1488
$13.8M ﹤0.01%
980,040
-1,197,200
1489
$13.8M ﹤0.01%
350,220
+250,000
1490
$13.8M ﹤0.01%
343,480
+12,921
1491
$13.7M ﹤0.01%
307,118
+6,327
1492
$13.7M ﹤0.01%
169,034
+28,049
1493
$13.7M ﹤0.01%
248,247
-4,990
1494
$13.7M ﹤0.01%
236,970
-114,602
1495
$13.6M ﹤0.01%
79,987
+41,657
1496
$13.6M ﹤0.01%
382,323
+324,639
1497
$13.6M ﹤0.01%
2,466,505
+638,667
1498
$13.6M ﹤0.01%
188,480
+51,224
1499
$13.6M ﹤0.01%
391,394
-138,711
1500
$13.6M ﹤0.01%
34,119
+12,906