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
1851
$7M ﹤0.01%
324,512
-640
1852
$6.97M ﹤0.01%
198,693
-195,481
1853
$6.96M ﹤0.01%
120,083
-2,759
1854
$6.94M ﹤0.01%
158,013
+144,108
1855
$6.94M ﹤0.01%
90,136
-128,805
1856
$6.91M ﹤0.01%
87,038
-156,256
1857
$6.9M ﹤0.01%
116,767
+19,587
1858
$6.89M ﹤0.01%
1,337,844
+360,240
1859
$6.88M ﹤0.01%
177,155
-33,075
1860
$6.88M ﹤0.01%
140,825
+59,425
1861
$6.86M ﹤0.01%
213,777
+141,152
1862
$6.86M ﹤0.01%
146,798
-32,978
1863
$6.85M ﹤0.01%
78,108
+1,119
1864
$6.84M ﹤0.01%
3,160,396
+1,024,296
1865
$6.83M ﹤0.01%
233,624
+17,907
1866
$6.8M ﹤0.01%
+204,025
1867
$6.8M ﹤0.01%
+715,400
1868
$6.79M ﹤0.01%
490,343
+66,135
1869
$6.78M ﹤0.01%
560,489
+123,868
1870
$6.74M ﹤0.01%
137,692
+11,559
1871
$6.73M ﹤0.01%
383,585
+222,840
1872
$6.73M ﹤0.01%
132,272
-30,123
1873
$6.73M ﹤0.01%
338,115
-80,887
1874
$6.72M ﹤0.01%
64,333
+6,226
1875
$6.72M ﹤0.01%
93,177
-25,292