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
1876
$6.71M ﹤0.01%
439,135
+378,824
1877
$6.7M ﹤0.01%
322,219
-8,989
1878
$6.69M ﹤0.01%
558,729
+278,066
1879
$6.67M ﹤0.01%
482,247
+48,282
1880
$6.66M ﹤0.01%
305,356
+9,022
1881
$6.65M ﹤0.01%
346,393
-565,397
1882
$6.65M ﹤0.01%
375,925
+195,390
1883
$6.63M ﹤0.01%
161,162
+2,801
1884
$6.58M ﹤0.01%
388,298
+191,209
1885
$6.58M ﹤0.01%
142,216
-30,840
1886
$6.53M ﹤0.01%
55,713
-293
1887
$6.52M ﹤0.01%
214,252
+92,963
1888
$6.51M ﹤0.01%
1,966,569
+625,987
1889
$6.51M ﹤0.01%
331,677
-136,143
1890
$6.49M ﹤0.01%
2,183,950
+1,597,044
1891
$6.45M ﹤0.01%
134,028
+14,730
1892
$6.45M ﹤0.01%
247,694
+113,684
1893
$6.45M ﹤0.01%
262,102
-19,374
1894
$6.45M ﹤0.01%
528,411
+79,251
1895
$6.44M ﹤0.01%
1,240,956
-724,158
1896
$6.43M ﹤0.01%
224,497
-91,598
1897
$6.41M ﹤0.01%
304,206
-114,439
1898
$6.4M ﹤0.01%
200,111
-8,194
1899
$6.4M ﹤0.01%
261,424
-41,469
1900
$6.38M ﹤0.01%
132,145
-4,191