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
1701
$9.33M ﹤0.01%
1,263,873
+440,775
1702
$9.32M ﹤0.01%
136,575
-8,400
1703
$9.31M ﹤0.01%
547,664
+187,910
1704
$9.26M ﹤0.01%
15,576
+8,883
1705
$9.26M ﹤0.01%
339,261
+238,432
1706
$9.24M ﹤0.01%
195,233
-10,075
1707
$9.21M ﹤0.01%
940,000
-88,428
1708
$9.2M ﹤0.01%
314,195
-112,352
1709
$9.16M ﹤0.01%
946,481
-448
1710
$9.15M ﹤0.01%
109,185
+52,004
1711
$9.15M ﹤0.01%
202,028
-61,279
1712
$9.14M ﹤0.01%
408,353
+71,075
1713
$9.13M ﹤0.01%
1,623,909
-105,010
1714
$9.11M ﹤0.01%
146,848
+8,118
1715
$9.1M ﹤0.01%
101,659
+89,112
1716
$9.09M ﹤0.01%
208,204
-58,781
1717
$9.08M ﹤0.01%
315,152
+11,907
1718
$9.08M ﹤0.01%
186,265
+94,568
1719
$9.07M ﹤0.01%
287,872
-13,530
1720
$9.05M ﹤0.01%
356,592
-300,740
1721
$9.04M ﹤0.01%
137,818
-16,802
1722
$9.03M ﹤0.01%
209,260
+165,719
1723
$9.02M ﹤0.01%
2,864,244
-60,566
1724
$8.99M ﹤0.01%
483,254
+134,790
1725
$8.97M ﹤0.01%
297,084
-770