JP Morgan Chase

JP Morgan Chase 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
2576
$1.84M ﹤0.01%
107,092
+14,636
2577
$1.83M ﹤0.01%
689,569
+125,310
2578
$1.83M ﹤0.01%
21,876
+20,230
2579
$1.83M ﹤0.01%
261,777
-48,714
2580
$1.83M ﹤0.01%
84,970
-254,718
2581
$1.83M ﹤0.01%
164,389
+13,814
2582
$1.82M ﹤0.01%
38,689
+3,180
2583
$1.82M ﹤0.01%
74,132
-47,323
2584
$1.81M ﹤0.01%
57,411
+2,946
2585
$1.81M ﹤0.01%
28,196
+9,123
2586
$1.81M ﹤0.01%
61,916
+42,926
2587
$1.81M ﹤0.01%
38,895
+1,247
2588
$1.81M ﹤0.01%
209,409
+120,311
2589
$1.8M ﹤0.01%
37,872
+1,401
2590
$1.8M ﹤0.01%
532,476
+518,686
2591
$1.79M ﹤0.01%
616
-13
2592
$1.79M ﹤0.01%
63,487
+28,239
2593
$1.78M ﹤0.01%
116,630
+88,532
2594
$1.78M ﹤0.01%
150,828
+125,377
2595
$1.78M ﹤0.01%
2,004
-19
2596
$1.77M ﹤0.01%
54,641
-2,980
2597
$1.77M ﹤0.01%
150,592
+2,097
2598
$1.76M ﹤0.01%
97,600
+13,292
2599
$1.75M ﹤0.01%
55,835
-98,597
2600
$1.75M ﹤0.01%
16,624
+10,943