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
1726
$13.3M ﹤0.01%
808,976
-917,287
1727
$13.3M ﹤0.01%
325,257
+8,012
1728
$13.3M ﹤0.01%
272,030
+272,014
1729
$13.3M ﹤0.01%
516,798
+209,758
1730
$13.3M ﹤0.01%
291,951
-28,445
1731
$13.2M ﹤0.01%
349,906
-174,361
1732
$13.1M ﹤0.01%
237,780
-60,736
1733
$13.1M ﹤0.01%
140,376
+3,231
1734
$13.1M ﹤0.01%
307,272
+59,767
1735
$13.1M ﹤0.01%
402,769
+53,308
1736
$13.1M ﹤0.01%
143,013
+6,414
1737
$13.1M ﹤0.01%
566,924
-31,082
1738
$13.1M ﹤0.01%
511,412
-50,341
1739
$13.1M ﹤0.01%
91,092
-52,409
1740
$13.1M ﹤0.01%
936,132
-111,133
1741
$13M ﹤0.01%
397,541
-20,171
1742
$13M ﹤0.01%
354,092
-87,471
1743
$12.9M ﹤0.01%
88,886
+5,688
1744
$12.8M ﹤0.01%
346,704
+37,894
1745
$12.8M ﹤0.01%
815,892
+90,604
1746
$12.8M ﹤0.01%
649,227
+57,010
1747
$12.8M ﹤0.01%
764,175
+55,989
1748
$12.7M ﹤0.01%
420,656
+5,597
1749
$12.7M ﹤0.01%
542,352
+539,694
1750
$12.7M ﹤0.01%
259,328
+2,702