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
2051
$4.77M ﹤0.01%
202,291
+34,837
2052
$4.77M ﹤0.01%
+105,646
2053
$4.76M ﹤0.01%
214,790
+151,313
2054
$4.75M ﹤0.01%
302,230
+76,492
2055
$4.75M ﹤0.01%
408,169
+3,555
2056
$4.74M ﹤0.01%
89,603
+41,803
2057
$4.71M ﹤0.01%
151,825
+95,757
2058
$4.7M ﹤0.01%
410,254
-188,042
2059
$4.7M ﹤0.01%
148,998
+123,918
2060
$4.68M ﹤0.01%
45,863
+14,770
2061
$4.67M ﹤0.01%
102,773
-5,440
2062
$4.62M ﹤0.01%
278,059
+123,110
2063
$4.61M ﹤0.01%
76,668
+33,731
2064
$4.61M ﹤0.01%
123,896
-4,370
2065
$4.61M ﹤0.01%
102,091
+24,754
2066
$4.6M ﹤0.01%
188,828
-4,902
2067
$4.59M ﹤0.01%
339,887
+132,183
2068
$4.59M ﹤0.01%
10,907
+1,900
2069
$4.58M ﹤0.01%
508,796
+138,990
2070
$4.58M ﹤0.01%
269,621
-927,785
2071
$4.57M ﹤0.01%
263,425
-83,805
2072
$4.56M ﹤0.01%
169,924
+724
2073
$4.55M ﹤0.01%
699,409
-9,266
2074
$4.55M ﹤0.01%
733,547
+43,475
2075
$4.53M ﹤0.01%
133,480
-73,903