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
1776
$12.1M ﹤0.01%
2,755,622
-176,424
1777
$12.1M ﹤0.01%
325,466
-1,299,008
1778
$12.1M ﹤0.01%
914,504
+826,067
1779
$12.1M ﹤0.01%
172,456
-776
1780
$12M ﹤0.01%
170,539
-8,397
1781
$12M ﹤0.01%
201,715
-2,403
1782
$12M ﹤0.01%
386,414
+10,595
1783
$12M ﹤0.01%
365,431
+30,716
1784
$12M ﹤0.01%
244,352
+9,302
1785
$12M ﹤0.01%
426,341
-132,066
1786
$11.9M ﹤0.01%
69,055
-11,850
1787
$11.9M ﹤0.01%
201,519
+165,818
1788
$11.9M ﹤0.01%
404,742
-24,513
1789
$11.9M ﹤0.01%
526,731
-12,133
1790
$11.9M ﹤0.01%
186,892
-21,233
1791
$11.9M ﹤0.01%
257,823
-1,115,966
1792
$11.9M ﹤0.01%
2,249,164
-418,427
1793
$11.8M ﹤0.01%
1,384,104
+140,180
1794
$11.8M ﹤0.01%
233,576
-11,624
1795
$11.8M ﹤0.01%
75,895
-30,092
1796
$11.8M ﹤0.01%
319,813
-11,455
1797
$11.8M ﹤0.01%
76,455
+13,731
1798
$11.8M ﹤0.01%
303,006
-4,010
1799
$11.8M ﹤0.01%
193,714
+60,775
1800
$11.8M ﹤0.01%
562,273
-320,573