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
2151
$3.98M ﹤0.01%
10,588
+733
2152
$3.96M ﹤0.01%
22,155
-29,580
2153
$3.96M ﹤0.01%
964,937
-1,613,618
2154
$3.95M ﹤0.01%
379,731
+123,921
2155
$3.95M ﹤0.01%
274,300
+103,362
2156
$3.93M ﹤0.01%
48,986
-2,571
2157
$3.93M ﹤0.01%
342,041
+5,738
2158
$3.92M ﹤0.01%
88,031
-52,203
2159
$3.92M ﹤0.01%
63,171
+13,028
2160
$3.91M ﹤0.01%
111,266
-6,300
2161
$3.9M ﹤0.01%
89,179
-3,900
2162
$3.9M ﹤0.01%
67,003
+17,442
2163
$3.88M ﹤0.01%
43,160
+28,061
2164
$3.88M ﹤0.01%
10,349
+10,229
2165
$3.87M ﹤0.01%
195,262
-534,557
2166
$3.87M ﹤0.01%
94,836
+6,092
2167
$3.86M ﹤0.01%
40,900
+25,774
2168
$3.84M ﹤0.01%
436,677
+178,999
2169
$3.82M ﹤0.01%
67,660
-2,234
2170
$3.82M ﹤0.01%
85,337
+38,787
2171
$3.81M ﹤0.01%
23,759
-2,352
2172
$3.81M ﹤0.01%
78,443
-1,692
2173
$3.79M ﹤0.01%
227,563
-93,812
2174
$3.78M ﹤0.01%
517,839
+325,507
2175
$3.78M ﹤0.01%
244,471
-136,939