JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
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
4826
$0 ﹤0.01%
69
4827
-1,100
4828
-1,834
4829
-981
4830
-20,111
4831
0
4832
-1,327
4833
-1,981
4834
-1
4835
-175
4836
-5,044
4837
-676
4838
-3,748
4839
$0 ﹤0.01%
393
4840
-52,142
4841
-45,836
4842
$0 ﹤0.01%
100
4843
-120
4844
-35,466
4845
$0 ﹤0.01%
1
-140,000
4846
$0 ﹤0.01%
69
-225
4847
-282
4848
-383
4849
-16,878
4850
-419