JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

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
+22.34%
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
2526
$3.24M ﹤0.01%
+57,130
2527
$3.23M ﹤0.01%
2,110,910
-307,751
2528
$3.23M ﹤0.01%
246,549
-714,736
2529
$3.22M ﹤0.01%
68,997
-4,777
2530
$3.2M ﹤0.01%
228,654
-55,696
2531
$3.2M ﹤0.01%
36,592
+3,721
2532
$3.2M ﹤0.01%
18,613
+10,509
2533
$3.19M ﹤0.01%
138,309
-6,912
2534
$3.19M ﹤0.01%
113,753
-105,930
2535
$3.19M ﹤0.01%
115,711
+38,526
2536
$3.18M ﹤0.01%
34,373
+1,347
2537
$3.17M ﹤0.01%
605,426
+587,702
2538
$3.16M ﹤0.01%
668,973
+667,473
2539
$3.15M ﹤0.01%
39,074
+8,480
2540
$3.15M ﹤0.01%
162,540
+62,647
2541
$3.13M ﹤0.01%
42,225
+9,412
2542
$3.13M ﹤0.01%
305,458
2543
$3.12M ﹤0.01%
404,792
-11,671
2544
$3.12M ﹤0.01%
13,770
+994
2545
$3.11M ﹤0.01%
70,744
-391
2546
$3.11M ﹤0.01%
82,680
-24,001
2547
$3.1M ﹤0.01%
420,282
+201,580
2548
$3.1M ﹤0.01%
21,531
-302
2549
$3.09M ﹤0.01%
86,438
+12,842
2550
$3.09M ﹤0.01%
441,252
-3,617