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
3601
$184K ﹤0.01%
57,621
+22,498
3602
$184K ﹤0.01%
152,320
+149
3603
$183K ﹤0.01%
163
-42
3604
$183K ﹤0.01%
3,304
-84
3605
$182K ﹤0.01%
1,856
+178
3606
$182K ﹤0.01%
34,282
-9,396
3607
$181K ﹤0.01%
7,140
-117,997
3608
$181K ﹤0.01%
12,348
-1,756
3609
$180K ﹤0.01%
12,090
3610
$180K ﹤0.01%
26,075
+2,400
3611
$179K ﹤0.01%
9,970
+3,334
3612
$178K ﹤0.01%
7,189
+46
3613
0
3614
$178K ﹤0.01%
7,747
+1,375
3615
$177K ﹤0.01%
8,271
+5,462
3616
$177K ﹤0.01%
24,876
+4,652
3617
$176K ﹤0.01%
65,179
+25,069
3618
$175K ﹤0.01%
5,309
+1,048
3619
$175K ﹤0.01%
3,160
-335
3620
$174K ﹤0.01%
2,974
-6,460
3621
$173K ﹤0.01%
4,736
-262
3622
$173K ﹤0.01%
2,936
-514
3623
$173K ﹤0.01%
25,955
+4,005
3624
$173K ﹤0.01%
28,409
+23,803
3625
$172K ﹤0.01%
4,260
+843