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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
4026
$54K ﹤0.01%
3,446
+580
4027
$54K ﹤0.01%
5,742
+5,612
4028
$54K ﹤0.01%
1,626
-1,129
4029
$54K ﹤0.01%
+14,047
4030
$53K ﹤0.01%
1,500
4031
$53K ﹤0.01%
3,344
-8,174
4032
$53K ﹤0.01%
1,586
+183
4033
$53K ﹤0.01%
2,342
-40,670
4034
$53K ﹤0.01%
5,000
4035
$53K ﹤0.01%
1,750
-1,361
4036
$52K ﹤0.01%
3,832
+952
4037
$52K ﹤0.01%
3,870
4038
$52K ﹤0.01%
3,539
+350
4039
$52K ﹤0.01%
1,364
+54
4040
$52K ﹤0.01%
4,268
-41,744
4041
$51K ﹤0.01%
5,769
+5,283
4042
$51K ﹤0.01%
2,808
-1,000
4043
$51K ﹤0.01%
4,481
+967
4044
$51K ﹤0.01%
9,058
+1,424
4045
$51K ﹤0.01%
880
4046
$51K ﹤0.01%
2,254
-13,799
4047
$51K ﹤0.01%
4,503
+724
4048
$51K ﹤0.01%
20,413
-227,969
4049
$50K ﹤0.01%
2,727
+610
4050
$50K ﹤0.01%
767
+85