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
2701
$1.46M ﹤0.01%
197,037
+157,419
2702
$1.45M ﹤0.01%
838
+697
2703
$1.45M ﹤0.01%
76,044
+46,462
2704
$1.45M ﹤0.01%
50,013
+7,122
2705
$1.45M ﹤0.01%
31,115
+2,351
2706
$1.45M ﹤0.01%
69,648
+64,690
2707
$1.45M ﹤0.01%
59,136
+55,040
2708
$1.45M ﹤0.01%
39,898
-117,399
2709
$1.44M ﹤0.01%
33,471
-152,330
2710
$1.44M ﹤0.01%
25,936
-30,164
2711
$1.44M ﹤0.01%
166,075
+50,269
2712
$1.43M ﹤0.01%
55,852
+37,792
2713
$1.43M ﹤0.01%
38,747
+34,083
2714
$1.43M ﹤0.01%
23,821
-67,286
2715
$1.43M ﹤0.01%
282,606
-73,252
2716
$1.42M ﹤0.01%
73,872
+73,208
2717
$1.42M ﹤0.01%
188,094
+11,440
2718
$1.42M ﹤0.01%
14,100
+47
2719
$1.42M ﹤0.01%
100,373
+13,438
2720
$1.42M ﹤0.01%
16,383
-903
2721
$1.42M ﹤0.01%
89,790
-2,007
2722
$1.41M ﹤0.01%
20,745
+2,698
2723
$1.41M ﹤0.01%
321,200
-405,378
2724
$1.41M ﹤0.01%
428,982
-141,827
2725
$1.41M ﹤0.01%
91,807
-14,810