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
1751
$12.7M ﹤0.01%
535,282
-76,056
1752
$12.6M ﹤0.01%
902,586
+248,654
1753
$12.6M ﹤0.01%
1,016,032
-16,292
1754
$12.6M ﹤0.01%
1,179,146
-29,955
1755
$12.6M ﹤0.01%
75,831
-19,717
1756
$12.6M ﹤0.01%
423,723
-264,227
1757
$12.5M ﹤0.01%
1,502,435
+173,562
1758
$12.5M ﹤0.01%
147,104
+2,927
1759
$12.5M ﹤0.01%
241,143
-7,710
1760
$12.5M ﹤0.01%
1,368,617
+329,372
1761
$12.5M ﹤0.01%
2,746,356
+111,069
1762
$12.5M ﹤0.01%
915,748
-80,800
1763
$12.5M ﹤0.01%
220,614
-35,181
1764
$12.5M ﹤0.01%
881,164
-35,218
1765
$12.4M ﹤0.01%
115,856
+7,043
1766
$12.3M ﹤0.01%
444,152
+40,379
1767
$12.3M ﹤0.01%
686,514
+7,428
1768
$12.2M ﹤0.01%
1,129,343
-52,317
1769
$12.2M ﹤0.01%
320,213
+9,624
1770
$12.2M ﹤0.01%
230,691
+48,263
1771
$12.1M ﹤0.01%
470,105
-13,753
1772
$12.1M ﹤0.01%
+297,005
1773
$12.1M ﹤0.01%
317,851
-31,364
1774
$12.1M ﹤0.01%
193,301
+16,055
1775
$12.1M ﹤0.01%
365,845
-6,118