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
2201
$3.56M ﹤0.01%
24,346
-5,136
2202
$3.55M ﹤0.01%
151,214
+11,095
2203
$3.55M ﹤0.01%
45,665
+2,057
2204
$3.54M ﹤0.01%
46,720
+406
2205
$3.54M ﹤0.01%
96,420
+5,870
2206
$3.53M ﹤0.01%
204,362
+14,522
2207
$3.53M ﹤0.01%
25,135
+14,575
2208
$3.53M ﹤0.01%
128,627
-289
2209
$3.52M ﹤0.01%
220,603
+217,634
2210
$3.52M ﹤0.01%
58,208
+9,464
2211
$3.52M ﹤0.01%
255,170
-11,370
2212
$3.52M ﹤0.01%
167,430
+148,384
2213
$3.52M ﹤0.01%
219,555
+44,947
2214
$3.49M ﹤0.01%
103,090
+91,135
2215
$3.49M ﹤0.01%
187,172
+11,099
2216
$3.47M ﹤0.01%
105,532
+11,569
2217
$3.46M ﹤0.01%
229,864
+198,215
2218
$3.44M ﹤0.01%
21,471
+18,534
2219
$3.44M ﹤0.01%
543,549
+7,443
2220
$3.43M ﹤0.01%
52,365
-589,893
2221
$3.43M ﹤0.01%
150,101
-5,864
2222
$3.42M ﹤0.01%
1,035,575
+192,389
2223
$3.42M ﹤0.01%
57,971
+11,919
2224
$3.42M ﹤0.01%
49,595
+4,555
2225
$3.41M ﹤0.01%
35,473
-880