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
2276
$5.36M ﹤0.01%
44,376
-1,519
2277
$5.35M ﹤0.01%
153,227
-38,495
2278
$5.35M ﹤0.01%
262,794
-8,542
2279
$5.35M ﹤0.01%
107,244
+53,943
2280
$5.35M ﹤0.01%
141,045
+50,913
2281
$5.34M ﹤0.01%
59,953
-22,581
2282
$5.33M ﹤0.01%
892,122
-495,181
2283
$5.33M ﹤0.01%
142,557
-10,468
2284
$5.32M ﹤0.01%
519,986
+23,342
2285
$5.31M ﹤0.01%
110,086
+44,518
2286
$5.3M ﹤0.01%
1,351,867
+179,653
2287
$5.3M ﹤0.01%
100,914
+6,925
2288
$5.3M ﹤0.01%
246,813
-105,780
2289
$5.3M ﹤0.01%
151,746
-1,450
2290
$5.28M ﹤0.01%
230,549
+33,844
2291
$5.28M ﹤0.01%
111,223
-22,726
2292
$5.27M ﹤0.01%
177,168
-26,452
2293
$5.26M ﹤0.01%
89,861
+82,727
2294
$5.25M ﹤0.01%
89,271
+59,991
2295
$5.25M ﹤0.01%
192,584
-29,922
2296
$5.25M ﹤0.01%
320,305
+205,114
2297
$5.25M ﹤0.01%
69,381
+9,432
2298
$5.24M ﹤0.01%
625,083
-112,884
2299
$5.24M ﹤0.01%
47,565
-28,300
2300
$5.22M ﹤0.01%
43,729
+912