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
1951
$5.61M ﹤0.01%
803,024
-19,598
1952
$5.61M ﹤0.01%
274,394
+6,941
1953
$5.59M ﹤0.01%
276,195
-33,068
1954
$5.58M ﹤0.01%
347,170
-41,319
1955
$5.58M ﹤0.01%
51,484
+19,160
1956
$5.56M ﹤0.01%
61,718
-30,375
1957
$5.56M ﹤0.01%
159,249
+10,698
1958
$5.56M ﹤0.01%
483,436
+42,732
1959
$5.56M ﹤0.01%
478,474
-473,762
1960
$5.55M ﹤0.01%
348,362
+222,499
1961
$5.55M ﹤0.01%
556,746
+252,890
1962
$5.51M ﹤0.01%
167,051
+1,631
1963
$5.5M ﹤0.01%
161,824
-14,219
1964
$5.5M ﹤0.01%
311,742
+26,739
1965
$5.5M ﹤0.01%
188,957
+34,882
1966
$5.47M ﹤0.01%
580,823
+1,041
1967
$5.46M ﹤0.01%
117,263
-24,495
1968
$5.45M ﹤0.01%
116,744
+8,174
1969
$5.45M ﹤0.01%
151,082
-37,593
1970
$5.44M ﹤0.01%
424,282
-31,232
1971
$5.43M ﹤0.01%
219,648
+95,300
1972
$5.43M ﹤0.01%
98,688
-6,211
1973
$5.43M ﹤0.01%
472,679
+458,043
1974
$5.41M ﹤0.01%
136,411
+2,792
1975
$5.39M ﹤0.01%
104,331
+26,930