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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
4776
-4,898
4777
-20,000
4778
-2,008
4779
$0 ﹤0.01%
66
4780
-17,705
4781
-1,161
4782
-500
4783
-1,282
4784
0
4785
$0 ﹤0.01%
40
4786
$0 ﹤0.01%
20
-60
4787
-88,632
4788
-102
4789
-3,824
4790
-3,200
4791
-1,489
4792
-16,499
4793
-1,224,275
4794
-581
4795
-1,208,467
4796
-569
4797
-63
4798
-680
4799
-732
4800
-94