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
2376
$4.52M ﹤0.01%
292,132
-15,399
2377
$4.5M ﹤0.01%
149,312
+12,324
2378
$4.48M ﹤0.01%
491,424
-235,536
2379
$4.46M ﹤0.01%
603,263
-17,576
2380
$4.44M ﹤0.01%
785,275
-53,565
2381
$4.44M ﹤0.01%
109,195
-16,997
2382
$4.43M ﹤0.01%
699,208
-98,611
2383
$4.42M ﹤0.01%
39,613
-24,496
2384
$4.41M ﹤0.01%
70,877
-42,353
2385
$4.41M ﹤0.01%
44,031
-142
2386
$4.41M ﹤0.01%
260,440
+121,028
2387
$4.4M ﹤0.01%
751,378
+95,516
2388
$4.39M ﹤0.01%
481,869
-20,582
2389
$4.39M ﹤0.01%
693,393
-36,006
2390
$4.38M ﹤0.01%
60,890
+9,391
2391
$4.38M ﹤0.01%
658,840
-769,389
2392
$4.38M ﹤0.01%
722,802
-98,963
2393
$4.36M ﹤0.01%
112,595
-32,512
2394
$4.36M ﹤0.01%
111,488
-249,034
2395
$4.36M ﹤0.01%
41,836
-4,130
2396
$4.35M ﹤0.01%
387,095
+50,785
2397
$4.34M ﹤0.01%
137,303
-46,287
2398
$4.33M ﹤0.01%
437,520
+285,557
2399
$4.33M ﹤0.01%
591,815
+167,015
2400
$4.32M ﹤0.01%
483,711
-245,697