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
2251
$3.28M ﹤0.01%
167,183
+113,049
2252
$3.27M ﹤0.01%
68,612
+1,539
2253
$3.27M ﹤0.01%
39,737
+16,640
2254
$3.26M ﹤0.01%
468,293
-218,208
2255
$3.26M ﹤0.01%
63,144
+13,342
2256
$3.26M ﹤0.01%
192,137
+36,955
2257
$3.26M ﹤0.01%
241,817
-131,912
2258
$3.25M ﹤0.01%
159,748
+833
2259
$3.25M ﹤0.01%
70,024
+2,806
2260
$3.25M ﹤0.01%
308,414
+9,990
2261
$3.24M ﹤0.01%
40,784
+677
2262
$3.23M ﹤0.01%
648,089
+318,318
2263
$3.23M ﹤0.01%
55,821
-30,043
2264
$3.23M ﹤0.01%
128,574
-22,777
2265
$3.22M ﹤0.01%
260,701
-19,873
2266
$3.22M ﹤0.01%
465,258
+3,528
2267
$3.21M ﹤0.01%
181,589
+48,480
2268
$3.21M ﹤0.01%
71,293
-10,006
2269
$3.21M ﹤0.01%
167,064
-36,962
2270
$3.2M ﹤0.01%
42,743
+12,905
2271
$3.19M ﹤0.01%
71,095
+6,638
2272
$3.19M ﹤0.01%
78,884
+3,272
2273
$3.18M ﹤0.01%
134,491
-71,775
2274
$3.17M ﹤0.01%
33,505
+23,440
2275
$3.17M ﹤0.01%
3,719
+2,152