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
4076
$47K ﹤0.01%
1,632
+190
4077
$47K ﹤0.01%
3,580
-557
4078
$47K ﹤0.01%
2,456
+283
4079
$46K ﹤0.01%
428
-3,964
4080
$46K ﹤0.01%
1,393
+339
4081
$46K ﹤0.01%
3,160
+1,656
4082
$46K ﹤0.01%
5,968
-69,302
4083
$46K ﹤0.01%
1,297
+158
4084
$46K ﹤0.01%
26,223
-42
4085
$46K ﹤0.01%
5,935
+696
4086
$46K ﹤0.01%
46,570
-159,770
4087
$46K ﹤0.01%
903
-746
4088
$46K ﹤0.01%
792
4089
$46K ﹤0.01%
4,454
-277
4090
$46K ﹤0.01%
+822
4091
$45K ﹤0.01%
3,838
-17,997
4092
$45K ﹤0.01%
+1,076
4093
$45K ﹤0.01%
6,000
-297,836
4094
$45K ﹤0.01%
2,200
+904
4095
$45K ﹤0.01%
+9,068
4096
$44K ﹤0.01%
295
-5
4097
$44K ﹤0.01%
1,028
-159
4098
$44K ﹤0.01%
5,598
+1,286
4099
$44K ﹤0.01%
1,035
4100
$44K ﹤0.01%
3,045
+774