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
3801
$108K ﹤0.01%
6,477
+456
3802
$108K ﹤0.01%
28,353
3803
$107K ﹤0.01%
1,587
+1,195
3804
$107K ﹤0.01%
93
+10
3805
$107K ﹤0.01%
11,830
+10,630
3806
$107K ﹤0.01%
3,277
-11,551
3807
$107K ﹤0.01%
16,595
+4,753
3808
$107K ﹤0.01%
51,047
+50,952
3809
$106K ﹤0.01%
7,213
-33,509
3810
$106K ﹤0.01%
2,100
3811
$105K ﹤0.01%
2,883
-60
3812
$105K ﹤0.01%
7,921
+946
3813
$105K ﹤0.01%
10,075
+125
3814
$104K ﹤0.01%
2,330
3815
$104K ﹤0.01%
7,460
+306
3816
$104K ﹤0.01%
8,068
+893
3817
$103K ﹤0.01%
+5,536
3818
$103K ﹤0.01%
3,975
+3,900
3819
$102K ﹤0.01%
7,207
-140,308
3820
$102K ﹤0.01%
10,203
-53,483
3821
$102K ﹤0.01%
2,100
3822
$102K ﹤0.01%
5,057
+558
3823
$102K ﹤0.01%
3,975
-558
3824
$102K ﹤0.01%
832
+120
3825
$102K ﹤0.01%
10,535
+2,061