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
1601
$11.4M ﹤0.01%
926,227
-1,602
1602
$11.3M ﹤0.01%
296,155
+114,411
1603
$11.2M ﹤0.01%
297,333
-3,835
1604
$11.2M ﹤0.01%
344,198
-81,883
1605
$11.2M ﹤0.01%
158,911
+39,492
1606
$11.2M ﹤0.01%
421,367
+94,209
1607
$11.1M ﹤0.01%
892,710
-309,790
1608
$11.1M ﹤0.01%
1,147,788
-53,485
1609
$11.1M ﹤0.01%
124,952
+55,106
1610
$11.1M ﹤0.01%
495,781
+198,873
1611
$11.1M ﹤0.01%
249,428
+7,662
1612
$11M ﹤0.01%
429,046
+215,721
1613
$11M ﹤0.01%
127,149
-11,222
1614
$11M ﹤0.01%
726,505
+397,433
1615
$10.9M ﹤0.01%
298,739
-227,558
1616
$10.9M ﹤0.01%
429,776
+366,088
1617
$10.9M ﹤0.01%
423,451
-15,218
1618
$10.9M ﹤0.01%
586,662
+119,198
1619
$10.9M ﹤0.01%
1,039,861
+129,483
1620
$10.8M ﹤0.01%
149,464
+64,500
1621
$10.8M ﹤0.01%
131,783
+12,521
1622
$10.8M ﹤0.01%
513,065
+411,462
1623
$10.8M ﹤0.01%
173,504
+165,193
1624
$10.7M ﹤0.01%
1,014,585
-1,526,290
1625
$10.6M ﹤0.01%
998,169
-24,293