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
2451
$2.33M ﹤0.01%
775,208
+578,414
2452
$2.32M ﹤0.01%
110,870
-1,790
2453
$2.31M ﹤0.01%
131,082
-15,912
2454
$2.31M ﹤0.01%
153,658
-5,061
2455
$2.31M ﹤0.01%
15,569
+8,783
2456
$2.3M ﹤0.01%
64,330
+1,943
2457
$2.29M ﹤0.01%
270,350
-37,691
2458
$2.29M ﹤0.01%
96,854
+2,694
2459
$2.29M ﹤0.01%
112,399
+1,342
2460
$2.27M ﹤0.01%
45,117
+435
2461
$2.27M ﹤0.01%
47,466
+30,167
2462
$2.27M ﹤0.01%
100,926
-112,512
2463
$2.26M ﹤0.01%
46,249
-11,660
2464
$2.26M ﹤0.01%
55,710
+6,599
2465
$2.26M ﹤0.01%
150,303
+23,350
2466
$2.25M ﹤0.01%
100,592
+42,426
2467
$2.25M ﹤0.01%
124,752
+107,577
2468
$2.25M ﹤0.01%
86,062
+20,729
2469
$2.25M ﹤0.01%
162,080
+77,587
2470
$2.23M ﹤0.01%
63,408
-73,459
2471
$2.23M ﹤0.01%
82,022
+37,444
2472
$2.23M ﹤0.01%
35,637
+14,956
2473
$2.22M ﹤0.01%
136,113
+28,516
2474
$2.22M ﹤0.01%
158,821
-2,138
2475
$2.21M ﹤0.01%
688,102
+471,744