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
1651
$10.2M ﹤0.01%
295,866
+45,386
1652
$10.1M ﹤0.01%
354,304
+154
1653
$10.1M ﹤0.01%
677,188
+72,519
1654
$10.1M ﹤0.01%
1,067,496
+87,719
1655
$10.1M ﹤0.01%
301,645
+7,130
1656
$10.1M ﹤0.01%
277,892
-35,802
1657
$10.1M ﹤0.01%
337,150
+268,336
1658
$10.1M ﹤0.01%
284,227
+23,185
1659
$10M ﹤0.01%
422,233
+415,788
1660
$10M ﹤0.01%
493,428
+289,451
1661
$10M ﹤0.01%
459,586
+16,789
1662
$10M ﹤0.01%
77,640
+5,230
1663
$10M ﹤0.01%
14,672
+3,427
1664
$10M ﹤0.01%
867,892
-704,514
1665
$9.99M ﹤0.01%
75,454
-11,727
1666
$9.99M ﹤0.01%
160,297
+89,978
1667
$9.97M ﹤0.01%
502,838
+266,245
1668
$9.87M ﹤0.01%
115,660
-40,194
1669
$9.83M ﹤0.01%
736,622
-10,009
1670
$9.82M ﹤0.01%
1,579,470
-332,350
1671
$9.82M ﹤0.01%
141,236
-17,167
1672
$9.79M ﹤0.01%
605,421
+45,432
1673
$9.79M ﹤0.01%
178,784
-44,169
1674
$9.78M ﹤0.01%
382,090
-19,008
1675
$9.75M ﹤0.01%
837,885
+470,291