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
1826
$7.35M ﹤0.01%
470,654
-508,625
1827
$7.34M ﹤0.01%
195,160
+75,760
1828
$7.31M ﹤0.01%
115,032
-44,624
1829
$7.29M ﹤0.01%
203,435
+6,198
1830
$7.27M ﹤0.01%
144,063
+16,195
1831
$7.27M ﹤0.01%
318,623
-67,422
1832
$7.26M ﹤0.01%
177,110
+14,634
1833
$7.23M ﹤0.01%
165,433
-835
1834
$7.21M ﹤0.01%
5,380,909
-944,000
1835
$7.21M ﹤0.01%
4,488
-206
1836
$7.19M ﹤0.01%
372,280
-99,296
1837
$7.16M ﹤0.01%
209,068
-2,907
1838
$7.13M ﹤0.01%
288,975
-66,144
1839
$7.12M ﹤0.01%
737,796
-111,378
1840
$7.11M ﹤0.01%
325,286
+1,337
1841
$7.11M ﹤0.01%
120,923
+119,223
1842
$7.1M ﹤0.01%
801,475
-12,766
1843
$7.1M ﹤0.01%
81,895
-11,910
1844
$7.08M ﹤0.01%
364,276
-60,377
1845
$7.08M ﹤0.01%
104,746
-4,991
1846
$7.08M ﹤0.01%
464,312
-272,012
1847
$7.03M ﹤0.01%
244,951
+5,682
1848
$7.03M ﹤0.01%
782,223
+338,828
1849
$7.02M ﹤0.01%
83,405
+32,293
1850
$7M ﹤0.01%
283,962
-171,809