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
1601
$16.2M ﹤0.01%
203,189
+150,365
1602
$16.2M ﹤0.01%
114,794
-32,382
1603
$16.2M ﹤0.01%
1,289,980
-153,397
1604
$16.2M ﹤0.01%
660,824
-133,249
1605
$16.1M ﹤0.01%
388,259
+77,185
1606
$16.1M ﹤0.01%
238,486
-25,446
1607
$16.1M ﹤0.01%
373,851
-18,347
1608
$16.1M ﹤0.01%
5,567,501
-355,197
1609
$16.1M ﹤0.01%
252,903
+17,102
1610
$15.9M ﹤0.01%
662,555
-45,125
1611
$15.9M ﹤0.01%
428,034
+53,168
1612
$15.9M ﹤0.01%
404,647
-5,576
1613
$15.8M ﹤0.01%
1,537,187
+446,952
1614
$15.7M ﹤0.01%
636,833
+419
1615
$15.7M ﹤0.01%
275,598
-22,580
1616
$15.7M ﹤0.01%
748,842
+200,361
1617
$15.7M ﹤0.01%
711,321
-70,891
1618
$15.7M ﹤0.01%
1,129,984
+735,568
1619
$15.6M ﹤0.01%
762,885
-53,409
1620
$15.6M ﹤0.01%
5,471,363
-2,829,596
1621
$15.5M ﹤0.01%
270,367
-378,963
1622
$15.5M ﹤0.01%
126,344
+18,487
1623
$15.5M ﹤0.01%
1,477,876
-140,067
1624
$15.4M ﹤0.01%
551,565
+11,431
1625
$15.4M ﹤0.01%
1,439,409
-224,535