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
$857B
AUM Growth
-$16.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,847
New
Increased
Reduced
Closed

Top Buys

1 +$3.57B
2 +$2.84B
3 +$2.47B
4
MA icon
Mastercard
MA
+$1.44B
5
META icon
Meta Platforms (Facebook)
META
+$1.31B

Top Sells

1 +$4.44B
2 +$3.14B
3 +$1.87B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.84B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57B

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$903M 0.1%
17,993,049
+5,127,429
202
$896M 0.1%
13,565,031
-1,098,843
203
$878M 0.1%
12,638,886
+822,267
204
$860M 0.09%
14,269,931
-3,128,621
205
$849M 0.09%
+18,266,376
206
$848M 0.09%
5,269,524
+1,276,024
207
$847M 0.09%
7,700,620
-33,199
208
$847M 0.09%
5,467,399
+886,202
209
$842M 0.09%
16,339,908
+1,327,205
210
$839M 0.09%
1,724,591
+28,650
211
$838M 0.09%
2,042,537
+181,136
212
$835M 0.09%
3,168,763
+732,962
213
$823M 0.09%
4,794,782
-455,901
214
$823M 0.09%
24,426,089
+545,054
215
$811M 0.09%
4,262,850
-12,399
216
$808M 0.09%
3,163,941
-261,967
217
$808M 0.09%
5,781,831
-3,281,895
218
$804M 0.09%
10,630,558
+1,955,619
219
$802M 0.09%
4,289,821
-546,425
220
$797M 0.09%
5,677,791
+458,332
221
$787M 0.09%
2,752,223
+70,272
222
$783M 0.09%
6,171,288
-397,862
223
$781M 0.09%
8,320,874
-480,786
224
$777M 0.09%
6,567,246
+1,094,176
225
$768M 0.08%
6,072,495
-17,726