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
1501
$13.6M ﹤0.01%
437,487
-302,021
1502
$13.6M ﹤0.01%
113,777
+39,654
1503
$13.6M ﹤0.01%
3,108,237
+3,046,413
1504
$13.6M ﹤0.01%
2,631,418
+376,883
1505
$13.5M ﹤0.01%
43,985
-6,526
1506
$13.4M ﹤0.01%
900,007
-134,006
1507
$13.4M ﹤0.01%
40,785
-6,516
1508
$13.3M ﹤0.01%
224,184
-24,854
1509
$13.3M ﹤0.01%
230,474
+17,017
1510
$13.2M ﹤0.01%
738,063
-1,119,465
1511
$13.2M ﹤0.01%
338,521
+69,459
1512
$13.2M ﹤0.01%
1,946,340
+135,354
1513
$13.1M ﹤0.01%
336,008
-19,857
1514
$13.1M ﹤0.01%
228,518
+209,937
1515
$13.1M ﹤0.01%
536,822
-95,410
1516
$13.1M ﹤0.01%
145,620
+2,200
1517
$13M ﹤0.01%
396,658
-20,858
1518
$13M ﹤0.01%
+449,683
1519
$13M ﹤0.01%
474,114
+419,114
1520
$13M ﹤0.01%
312,094
+113,877
1521
$12.9M ﹤0.01%
1,613,631
+987,386
1522
$12.9M ﹤0.01%
130,988
+27,143
1523
$12.9M ﹤0.01%
232,460
+50,710
1524
$12.8M ﹤0.01%
145,157
-76,755
1525
$12.8M ﹤0.01%
713,536
+604,888