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
2351
$2.77M ﹤0.01%
45,875
+11,133
2352
$2.77M ﹤0.01%
235,539
+45,340
2353
$2.77M ﹤0.01%
16,148
-4,893
2354
$2.77M ﹤0.01%
67,638
-6,649
2355
$2.76M ﹤0.01%
199,086
+108
2356
$2.75M ﹤0.01%
126,835
+3,057
2357
$2.75M ﹤0.01%
249,964
+245,101
2358
$2.74M ﹤0.01%
139,159
+128,563
2359
$2.73M ﹤0.01%
22,071
+6,591
2360
$2.73M ﹤0.01%
212,202
+3,245
2361
$2.73M ﹤0.01%
2,572,730
-119,782
2362
$2.71M ﹤0.01%
128,464
-28,924
2363
$2.71M ﹤0.01%
129,196
-3,566
2364
$2.7M ﹤0.01%
682,801
-55,074
2365
$2.7M ﹤0.01%
237,992
-97,590
2366
$2.69M ﹤0.01%
32,032
+12,689
2367
$2.69M ﹤0.01%
472,140
+246,060
2368
$2.68M ﹤0.01%
233,328
+46,174
2369
$2.68M ﹤0.01%
2,501
+1,000
2370
$2.67M ﹤0.01%
316,146
-94,445
2371
$2.67M ﹤0.01%
210,531
-7,045
2372
$2.67M ﹤0.01%
84,036
+31,556
2373
$2.67M ﹤0.01%
176,861
-193,128
2374
$2.67M ﹤0.01%
34,781
-77,123
2375
$2.66M ﹤0.01%
463,045
+461,520