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
2376
$2.66M ﹤0.01%
37,403
-1,572
2377
$2.66M ﹤0.01%
259,680
+48,209
2378
$2.65M ﹤0.01%
59,069
+6,610
2379
$2.65M ﹤0.01%
54,391
-6,858
2380
$2.64M ﹤0.01%
130,534
-16,192
2381
$2.63M ﹤0.01%
185,902
+22,060
2382
$2.63M ﹤0.01%
224,748
-41,446
2383
$2.63M ﹤0.01%
32,585
-324
2384
$2.62M ﹤0.01%
47,934
+15,324
2385
$2.62M ﹤0.01%
142,350
+67,659
2386
$2.62M ﹤0.01%
32,432
-6,448
2387
$2.62M ﹤0.01%
75,283
+26,623
2388
$2.62M ﹤0.01%
2,109,586
+975,120
2389
$2.61M ﹤0.01%
133,496
-126,262
2390
$2.61M ﹤0.01%
230,739
-9,828
2391
$2.59M ﹤0.01%
135,495
+13,642
2392
$2.59M ﹤0.01%
291,899
-263,532
2393
$2.58M ﹤0.01%
17,159
+1,335
2394
$2.58M ﹤0.01%
78,998
-4,713
2395
$2.57M ﹤0.01%
94,183
+43,303
2396
$2.56M ﹤0.01%
253,200
+184,182
2397
$2.56M ﹤0.01%
292,135
+57,295
2398
$2.56M ﹤0.01%
60,353
-4,140
2399
$2.55M ﹤0.01%
193,510
+4,265
2400
$2.55M ﹤0.01%
123,797
+24,129