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
3201
$937K ﹤0.01%
317,461
+13,394
3202
$936K ﹤0.01%
113,541
+4,595
3203
$933K ﹤0.01%
90,180
-1,580,840
3204
$932K ﹤0.01%
34,734
+9,841
3205
$931K ﹤0.01%
17,100
3206
$931K ﹤0.01%
145,154
+6,516
3207
$929K ﹤0.01%
33,027
-10,164
3208
$927K ﹤0.01%
251,987
+49,242
3209
$926K ﹤0.01%
106,751
+2,010
3210
$925K ﹤0.01%
62,720
-11,446
3211
$924K ﹤0.01%
115,601
-854,383
3212
$922K ﹤0.01%
+27,530
3213
$920K ﹤0.01%
41,811
+3,283
3214
$920K ﹤0.01%
213,488
-45,771
3215
$919K ﹤0.01%
238,313
-118,354
3216
$918K ﹤0.01%
35,135
+14,988
3217
$917K ﹤0.01%
20,112
+1,350
3218
$916K ﹤0.01%
22,306
+2,568
3219
$916K ﹤0.01%
106,182
+71,415
3220
$916K ﹤0.01%
492,705
+443,188
3221
$914K ﹤0.01%
125,246
+84,438
3222
$912K ﹤0.01%
+41,042
3223
$910K ﹤0.01%
26,191
+9,940
3224
$905K ﹤0.01%
239,939
-345,032
3225
$905K ﹤0.01%
46,924
-19,054