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
2726
$2.27M ﹤0.01%
122,751
+210
2727
$2.27M ﹤0.01%
38,506
-71,566
2728
$2.27M ﹤0.01%
15,473
+13,068
2729
$2.27M ﹤0.01%
28,801
-7,371
2730
$2.25M ﹤0.01%
55,569
+24,749
2731
$2.25M ﹤0.01%
181,729
2732
$2.25M ﹤0.01%
613,185
+17,120
2733
$2.23M ﹤0.01%
+43,666
2734
$2.22M ﹤0.01%
50,000
2735
$2.22M ﹤0.01%
+257,603
2736
$2.21M ﹤0.01%
13,321
-176
2737
$2.21M ﹤0.01%
327,003
+190,809
2738
$2.21M ﹤0.01%
32,344
-6,610
2739
$2.21M ﹤0.01%
113,982
+38,652
2740
$2.2M ﹤0.01%
204,675
-29,980
2741
$2.19M ﹤0.01%
220,000
-66,884
2742
$2.18M ﹤0.01%
49,320
-18,396
2743
$2.18M ﹤0.01%
89,392
+3,864
2744
$2.18M ﹤0.01%
118,087
+19,172
2745
$2.17M ﹤0.01%
27,896
+3,106
2746
$2.17M ﹤0.01%
639,178
-111,182
2747
$2.17M ﹤0.01%
210,928
+10,000
2748
$2.17M ﹤0.01%
125,620
+37,174
2749
$2.17M ﹤0.01%
27,218
-843,082
2750
$2.17M ﹤0.01%
22,807
+7,651