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
1801
$7.65M ﹤0.01%
140,648
-22,445
1802
$7.64M ﹤0.01%
649,982
+636,474
1803
$7.63M ﹤0.01%
616,576
-1,421
1804
$7.63M ﹤0.01%
187,515
-148,864
1805
$7.63M ﹤0.01%
874,815
+11,978
1806
$7.61M ﹤0.01%
337,727
-50,986
1807
$7.59M ﹤0.01%
1,781,366
+1,295,462
1808
$7.57M ﹤0.01%
306,406
+9,531
1809
$7.55M ﹤0.01%
212,622
+7,651
1810
$7.54M ﹤0.01%
117,611
-3,716
1811
$7.54M ﹤0.01%
838,708
-13,230
1812
$7.54M ﹤0.01%
281,131
-69,786
1813
$7.54M ﹤0.01%
133,574
-10,490
1814
$7.52M ﹤0.01%
268,877
+12,303
1815
$7.52M ﹤0.01%
477,324
+31,602
1816
$7.52M ﹤0.01%
426,878
+125,832
1817
$7.49M ﹤0.01%
255,046
-11,454
1818
$7.49M ﹤0.01%
123,010
+49,395
1819
$7.44M ﹤0.01%
776,244
+447,981
1820
$7.43M ﹤0.01%
390,000
-120,215
1821
$7.39M ﹤0.01%
301,010
-60,279
1822
$7.38M ﹤0.01%
263,722
-7,307
1823
$7.38M ﹤0.01%
5,809,926
-2,137,271
1824
$7.37M ﹤0.01%
441,246
+58,195
1825
$7.36M ﹤0.01%
588,911
-21,732