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
$705B
AUM Growth
+$59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,371
New
Increased
Reduced
Closed

Top Buys

1 +$2.57B
2 +$1.18B
3 +$832M
4
PEG icon
Public Service Enterprise Group
PEG
+$765M
5
UNP icon
Union Pacific
UNP
+$728M

Top Sells

1 +$1.43B
2 +$1.02B
3 +$1.01B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$917M
5
EXC icon
Exelon
EXC
+$776M

Sector Composition

1 Technology 15.36%
2 Healthcare 13.81%
3 Financials 11.38%
4 Consumer Discretionary 8.3%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$292K ﹤0.01%
2,698
+1,254
3802
$291K ﹤0.01%
50,256
-11,060
3803
$291K ﹤0.01%
+11,407
3804
$290K ﹤0.01%
14,959
-22,012
3805
$289K ﹤0.01%
41,623
-40,839
3806
$288K ﹤0.01%
45,847
-966,385
3807
$288K ﹤0.01%
12,848
-9,208
3808
$288K ﹤0.01%
62,469
+4,596
3809
$288K ﹤0.01%
28,391
+11,841
3810
$288K ﹤0.01%
+8,319
3811
$288K ﹤0.01%
26,165
+11,137
3812
$286K ﹤0.01%
15,253
+1,041
3813
$286K ﹤0.01%
65,578
+9,162
3814
$286K ﹤0.01%
193,186
-31,279
3815
$285K ﹤0.01%
25,532
+23,817
3816
$284K ﹤0.01%
27,985
-63,968
3817
0
3818
$283K ﹤0.01%
+12,902
3819
$283K ﹤0.01%
185,188
+22,696
3820
$283K ﹤0.01%
37,913
-76,675
3821
$282K ﹤0.01%
5,856
-515
3822
$282K ﹤0.01%
18,281
+18,099
3823
$282K ﹤0.01%
8,099
+6,141
3824
$282K ﹤0.01%
43,328
+10,719
3825
$281K ﹤0.01%
5,000