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
1476
$19.9M ﹤0.01%
488,632
-104,912
1477
$19.8M ﹤0.01%
+418,139
1478
$19.8M ﹤0.01%
882,552
-40,903
1479
$19.8M ﹤0.01%
479,267
+21,162
1480
$19.8M ﹤0.01%
200,780
-23,540
1481
$19.8M ﹤0.01%
99,528
-56,633
1482
$19.7M ﹤0.01%
121,694
-24,584
1483
$19.7M ﹤0.01%
3,051,227
-238,992
1484
$19.6M ﹤0.01%
359,607
-9,040
1485
$19.6M ﹤0.01%
222,919
-25,017
1486
$19.6M ﹤0.01%
957,535
+84,046
1487
$19.6M ﹤0.01%
+440,458
1488
$19.5M ﹤0.01%
876,438
-23,588
1489
$19.4M ﹤0.01%
615,016
-38,334
1490
$19.4M ﹤0.01%
99,356
+1,437
1491
$19.4M ﹤0.01%
1,073,201
-127,259
1492
$19.4M ﹤0.01%
402,031
-12,034
1493
$19.3M ﹤0.01%
329,871
-19,002
1494
$19.3M ﹤0.01%
842,055
+409,665
1495
$19.3M ﹤0.01%
188,492
-116,597
1496
$19.2M ﹤0.01%
543,882
+85,169
1497
$19.2M ﹤0.01%
909,281
+115,602
1498
$19.1M ﹤0.01%
593,795
+574,567
1499
$19.1M ﹤0.01%
456,970
+453,302
1500
$19.1M ﹤0.01%
278,215
-12,636