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
2326
$2.9M ﹤0.01%
750,174
+357,253
2327
$2.9M ﹤0.01%
44,023
+6,105
2328
$2.89M ﹤0.01%
99,819
+87,555
2329
$2.88M ﹤0.01%
82,762
+27,906
2330
$2.88M ﹤0.01%
44,035
+31,366
2331
$2.87M ﹤0.01%
1,401,637
+1,363,842
2332
$2.87M ﹤0.01%
46,607
+19,323
2333
$2.87M ﹤0.01%
132,790
-110,233
2334
$2.87M ﹤0.01%
101,003
-24,968
2335
$2.86M ﹤0.01%
136,577
-26,992
2336
$2.86M ﹤0.01%
29,449
-17,771
2337
$2.83M ﹤0.01%
247,177
+59,979
2338
$2.83M ﹤0.01%
56,194
+804
2339
$2.83M ﹤0.01%
201,414
+60,721
2340
$2.81M ﹤0.01%
85,410
+16,582
2341
$2.81M ﹤0.01%
295,699
+74,164
2342
$2.8M ﹤0.01%
142,317
+113,655
2343
$2.8M ﹤0.01%
92,457
+2,814
2344
$2.79M ﹤0.01%
114,775
+5,208
2345
$2.79M ﹤0.01%
192,337
-6,384
2346
$2.78M ﹤0.01%
324,455
-936,140
2347
$2.78M ﹤0.01%
54,873
-54,486
2348
$2.77M ﹤0.01%
29,833
+2,422
2349
$2.77M ﹤0.01%
51,335
+26,792
2350
$2.77M ﹤0.01%
54,272
-10