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
2651
$1.57M ﹤0.01%
81,932
+20,652
2652
$1.57M ﹤0.01%
40,561
+3,028
2653
$1.57M ﹤0.01%
14,051
+1,643
2654
$1.57M ﹤0.01%
35,098
-7,586
2655
$1.57M ﹤0.01%
9,927
-7,562
2656
$1.57M ﹤0.01%
48,613
+188
2657
$1.56M ﹤0.01%
127,242
+75,668
2658
$1.56M ﹤0.01%
30,580
+6,318
2659
$1.56M ﹤0.01%
25,687
+2,928
2660
$1.56M ﹤0.01%
15,517
-1,957
2661
$1.56M ﹤0.01%
255,431
-29,799
2662
$1.55M ﹤0.01%
16,659
+10,920
2663
$1.54M ﹤0.01%
15,089
+627
2664
$1.54M ﹤0.01%
35,186
-802
2665
$1.54M ﹤0.01%
142,920
-11,694
2666
$1.54M ﹤0.01%
34,309
-1,767
2667
$1.54M ﹤0.01%
44,700
+5,869
2668
$1.53M ﹤0.01%
53,110
+49,126
2669
$1.52M ﹤0.01%
130,860
+18,373
2670
$1.52M ﹤0.01%
79,674
+30,302
2671
$1.51M ﹤0.01%
5,139
-151
2672
$1.51M ﹤0.01%
25,864
-1,667
2673
$1.5M ﹤0.01%
127,578
-7,916
2674
$1.5M ﹤0.01%
435,142
+102,071
2675
$1.5M ﹤0.01%
98,528
+12,377