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
3076
$1.19M ﹤0.01%
18,777
-3,198
3077
$1.19M ﹤0.01%
145,150
+68,183
3078
$1.19M ﹤0.01%
62,643
+1,378
3079
$1.19M ﹤0.01%
34,650
+6,747
3080
$1.18M ﹤0.01%
69,915
+49,386
3081
$1.18M ﹤0.01%
46,179
-19,007
3082
$1.18M ﹤0.01%
31,638
+2,628
3083
$1.18M ﹤0.01%
200,000
3084
$1.18M ﹤0.01%
34,540
+3,880
3085
$1.17M ﹤0.01%
37,582
+12,728
3086
$1.17M ﹤0.01%
53,845
-987
3087
$1.16M ﹤0.01%
39,365
+4,239
3088
$1.16M ﹤0.01%
114,710
+14,710
3089
$1.15M ﹤0.01%
134,996
+131,154
3090
$1.15M ﹤0.01%
102,905
+2,013
3091
$1.15M ﹤0.01%
40,280
+21,452
3092
$1.14M ﹤0.01%
17,477
+13,397
3093
$1.14M ﹤0.01%
186,519
-380,287
3094
$1.14M ﹤0.01%
16,748
+48
3095
$1.14M ﹤0.01%
+18,518
3096
$1.13M ﹤0.01%
133,765
+36,044
3097
$1.13M ﹤0.01%
+226,356
3098
$1.13M ﹤0.01%
87,301
+16,803
3099
$1.12M ﹤0.01%
74,384
+7,311
3100
$1.12M ﹤0.01%
215,236
+210,116