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
3226
$904K ﹤0.01%
+41,825
3227
$902K ﹤0.01%
98,174
+11,572
3228
$899K ﹤0.01%
12,931
+8,920
3229
$898K ﹤0.01%
62,317
-109,356
3230
$898K ﹤0.01%
46,193
+27,679
3231
$895K ﹤0.01%
79,927
-98,408
3232
$895K ﹤0.01%
50,414
-112,794
3233
$894K ﹤0.01%
61,602
+4,359
3234
$894K ﹤0.01%
24,157
+23,461
3235
$893K ﹤0.01%
113,942
+802
3236
$893K ﹤0.01%
135,039
+13,897
3237
$892K ﹤0.01%
341,700
-10,728
3238
$890K ﹤0.01%
330,785
+14,101
3239
$888K ﹤0.01%
8,339
-38
3240
$888K ﹤0.01%
+12,208
3241
$888K ﹤0.01%
87,437
3242
$887K ﹤0.01%
39,527
+13,723
3243
$886K ﹤0.01%
17,221
+1,509
3244
$885K ﹤0.01%
31,807
-12,784
3245
$885K ﹤0.01%
264,950
-86,269
3246
$885K ﹤0.01%
86,300
3247
$882K ﹤0.01%
34,942
+27,474
3248
$880K ﹤0.01%
130,763
-2,054,688
3249
$874K ﹤0.01%
28,168
+3,428
3250
$873K ﹤0.01%
278,063
+84,292