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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
3276
$411K ﹤0.01%
24,082
-2,009
3277
$411K ﹤0.01%
22,953
+2,003
3278
$409K ﹤0.01%
5,133
-1,820
3279
$409K ﹤0.01%
5,823
+4,659
3280
$409K ﹤0.01%
14,802
+82
3281
$408K ﹤0.01%
31,113
+3,693
3282
$407K ﹤0.01%
+162,901
3283
$407K ﹤0.01%
52,289
+50,492
3284
$405K ﹤0.01%
132,775
+5,257
3285
$404K ﹤0.01%
5,439
-3,366
3286
$403K ﹤0.01%
55,917
+52,730
3287
0
3288
$400K ﹤0.01%
15,940
-130
3289
$400K ﹤0.01%
24,252
+18,876
3290
$400K ﹤0.01%
9,381
+1,151
3291
$398K ﹤0.01%
11,053
+10,614
3292
$392K ﹤0.01%
13,619
-603
3293
$392K ﹤0.01%
+13,353
3294
$392K ﹤0.01%
113,925
+73,464
3295
$392K ﹤0.01%
1,174
+247
3296
$392K ﹤0.01%
27,782
-10,539
3297
$390K ﹤0.01%
10,031
+2,008
3298
$389K ﹤0.01%
133,370
-2,713,614
3299
$388K ﹤0.01%
21,170
-2,126
3300
$388K ﹤0.01%
83,433
-6,715