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
1901
$6.37M ﹤0.01%
426,461
+364,757
1902
$6.32M ﹤0.01%
246,171
+73,629
1903
$6.31M ﹤0.01%
686,817
-176,052
1904
$6.3M ﹤0.01%
171,840
+161,091
1905
$6.23M ﹤0.01%
168,452
+8,058
1906
$6.22M ﹤0.01%
128,423
-9,083
1907
$6.22M ﹤0.01%
199,025
-23,573
1908
$6.21M ﹤0.01%
168,959
+32,727
1909
$6.19M ﹤0.01%
58,364
+6,397
1910
$6.19M ﹤0.01%
255,441
+4,180
1911
$6.19M ﹤0.01%
153,103
+31,019
1912
$6.18M ﹤0.01%
455,750
+1,000
1913
$6.18M ﹤0.01%
83,907
-41,631
1914
$6.16M ﹤0.01%
316,164
-207,551
1915
$6.16M ﹤0.01%
1,072,889
+13,395
1916
$6.14M ﹤0.01%
61,190
-52,547
1917
$6.14M ﹤0.01%
173,311
+342
1918
$6.11M ﹤0.01%
102,692
+347
1919
$6.11M ﹤0.01%
211,164
+677
1920
$6.1M ﹤0.01%
159,132
-71,642
1921
$6.09M ﹤0.01%
173,787
+11,515
1922
$6.09M ﹤0.01%
338,523
-338,886
1923
$6.09M ﹤0.01%
506,643
+229,647
1924
$6.03M ﹤0.01%
204,157
-988
1925
$6M ﹤0.01%
532,769
-107,090