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
1526
$12.7M ﹤0.01%
134,136
+119,839
1527
$12.7M ﹤0.01%
129,674
-4,549
1528
$12.7M ﹤0.01%
97,860
-116,586
1529
$12.7M ﹤0.01%
1,365,364
-802,077
1530
$12.7M ﹤0.01%
110,393
+18,926
1531
$12.7M ﹤0.01%
666,979
-817,120
1532
$12.6M ﹤0.01%
1,118,741
+62,037
1533
$12.6M ﹤0.01%
442,119
-8,465
1534
$12.6M ﹤0.01%
948,028
+84,088
1535
$12.6M ﹤0.01%
153,896
-9,596
1536
$12.6M ﹤0.01%
402,918
+982
1537
$12.5M ﹤0.01%
165,278
+2,142
1538
$12.5M ﹤0.01%
267,857
-206,280
1539
$12.5M ﹤0.01%
320,583
+4,274
1540
$12.4M ﹤0.01%
280,240
-5,935
1541
$12.4M ﹤0.01%
410,201
+33,988
1542
$12.4M ﹤0.01%
357,011
+265,004
1543
$12.4M ﹤0.01%
86,249
+2,660
1544
$12.4M ﹤0.01%
531,866
+82,519
1545
$12.4M ﹤0.01%
1,542,985
-1,554,337
1546
$12.4M ﹤0.01%
166,289
+34,215
1547
$12.3M ﹤0.01%
46,025
-30,252
1548
$12.3M ﹤0.01%
703,568
+223,553
1549
$12.3M ﹤0.01%
767,765
-31,058
1550
$12.2M ﹤0.01%
948,933
-3,175