JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.2%
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 +$1.5B
3 +$1.21B
4
CVX icon
Chevron
CVX
+$1.08B
5
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$986M

Top Sells

1 +$3.61B
2 +$1.36B
3 +$913M
4
V icon
Visa
V
+$801M
5
T icon
AT&T
T
+$771M

Sector Composition

1 Technology 13.65%
2 Financials 13.19%
3 Healthcare 9.98%
4 Consumer Discretionary 9.29%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$1.21M ﹤0.01%
172,818
+120,897
2802
$1.21M ﹤0.01%
30,458
-22,255
2803
$1.21M ﹤0.01%
31,085
+6,075
2804
$1.21M ﹤0.01%
98,028
+6,671
2805
$1.21M ﹤0.01%
20,956
+8,723
2806
$1.21M ﹤0.01%
97,098
-88,040
2807
$1.21M ﹤0.01%
18,068
+293
2808
$1.2M ﹤0.01%
120,595
+1,507
2809
$1.2M ﹤0.01%
51,626
+27,275
2810
$1.2M ﹤0.01%
35,580
+3,626
2811
$1.19M ﹤0.01%
68,701
-41,139
2812
$1.19M ﹤0.01%
23,447
+577
2813
$1.19M ﹤0.01%
36,880
+22,050
2814
$1.19M ﹤0.01%
19,691
+3,392
2815
$1.19M ﹤0.01%
19,974
-115,998
2816
$1.19M ﹤0.01%
+22,174
2817
$1.19M ﹤0.01%
281,211
-516,050
2818
$1.19M ﹤0.01%
23,022
+7,185
2819
$1.19M ﹤0.01%
30,709
+2,390
2820
$1.18M ﹤0.01%
97,029
-28,775
2821
$1.18M ﹤0.01%
2,842
+1,041
2822
$1.17M ﹤0.01%
92,055
-13,398
2823
$1.17M ﹤0.01%
17,123
-317
2824
$1.17M ﹤0.01%
39,540
+11,966
2825
$1.16M ﹤0.01%
72,778
+12,962