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
3426
$634K ﹤0.01%
26,603
+18,853
3427
$633K ﹤0.01%
34,591
+34,564
3428
$632K ﹤0.01%
25,000
3429
$631K ﹤0.01%
101,342
+13,959
3430
$631K ﹤0.01%
17,341
+1,097
3431
$631K ﹤0.01%
1,773,511
+1,200,007
3432
$629K ﹤0.01%
175,246
+29,007
3433
$626K ﹤0.01%
900,556
-4,582,880
3434
$623K ﹤0.01%
14,811
+5,124
3435
$623K ﹤0.01%
+12,860
3436
$621K ﹤0.01%
76,244
+9,273
3437
$620K ﹤0.01%
14,354
+1,566
3438
$618K ﹤0.01%
35,074
+16,003
3439
$617K ﹤0.01%
17,049
-3,716
3440
$617K ﹤0.01%
6,216
+806
3441
$616K ﹤0.01%
142,890
+99,044
3442
$616K ﹤0.01%
66,073
+7,252
3443
$616K ﹤0.01%
99,444
+69,891
3444
$615K ﹤0.01%
35,129
-37,421
3445
$614K ﹤0.01%
61,224
-95,340
3446
$611K ﹤0.01%
307,042
-61,919
3447
$611K ﹤0.01%
97,038
+2,745
3448
$610K ﹤0.01%
141,010
+65,446
3449
$606K ﹤0.01%
23,936
+5,767
3450
$605K ﹤0.01%
64,246
-2,237