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
1676
$14.4M ﹤0.01%
1,368,153
+243,996
1677
$14.4M ﹤0.01%
98,457
+10,166
1678
$14.4M ﹤0.01%
733,216
-43,304
1679
$14.4M ﹤0.01%
278,200
-21,116
1680
$14.3M ﹤0.01%
297,372
-80,615
1681
$14.3M ﹤0.01%
536,340
+294,202
1682
$14.3M ﹤0.01%
779,360
-259,327
1683
$14.3M ﹤0.01%
252,972
-159,831
1684
$14.2M ﹤0.01%
345,339
-111,655
1685
$14.2M ﹤0.01%
445,017
+2,453
1686
$14.2M ﹤0.01%
80,297
+6,684
1687
$14.1M ﹤0.01%
322,010
-20,977
1688
$14.1M ﹤0.01%
627,579
+40,559
1689
$14.1M ﹤0.01%
297,304
-55,565
1690
$14M ﹤0.01%
152,055
-99,593
1691
$14M ﹤0.01%
432,633
-28,364
1692
$14M ﹤0.01%
307,952
-12,116
1693
$14M ﹤0.01%
486,052
-32,343
1694
$14M ﹤0.01%
120,473
-43,458
1695
$14M ﹤0.01%
320,383
-20,796
1696
$13.9M ﹤0.01%
376,183
-212,158
1697
$13.9M ﹤0.01%
1,072,351
-140,411
1698
$13.9M ﹤0.01%
308,944
+35,452
1699
$13.9M ﹤0.01%
672,583
-236,345
1700
$13.8M ﹤0.01%
397,090
-25,613