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
1551
$17.5M ﹤0.01%
732,299
+225,092
1552
$17.5M ﹤0.01%
408,096
-1,671,292
1553
$17.5M ﹤0.01%
1,130,634
+63,827
1554
$17.5M ﹤0.01%
822,931
+31,303
1555
$17.5M ﹤0.01%
104,807
+33,130
1556
$17.5M ﹤0.01%
300,734
1557
$17.4M ﹤0.01%
184,120
+28,673
1558
$17.4M ﹤0.01%
586,909
-60,575
1559
$17.4M ﹤0.01%
582,073
+267,471
1560
$17.4M ﹤0.01%
281,737
+35,914
1561
$17.3M ﹤0.01%
179,785
+26,352
1562
$17.3M ﹤0.01%
84,687
+16,447
1563
$17.3M ﹤0.01%
617,485
+8,817
1564
$17.3M ﹤0.01%
435,904
-1,072,635
1565
$17.2M ﹤0.01%
193,002
-11,742
1566
$17.2M ﹤0.01%
1,128,500
-133,373
1567
$17.2M ﹤0.01%
419,606
+400,258
1568
$17.1M ﹤0.01%
278,939
-30,866
1569
$17.1M ﹤0.01%
843,612
-395,526
1570
$17.1M ﹤0.01%
380,239
-79,017
1571
$17.1M ﹤0.01%
1,334,506
-186,669
1572
$17.1M ﹤0.01%
1,220,802
+52,954
1573
$17.1M ﹤0.01%
1,065,454
-654,161
1574
$17.1M ﹤0.01%
1,293,719
-2,509,614
1575
$17M ﹤0.01%
671,388
-368,627