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
3601
$443K ﹤0.01%
5,968
+5,637
3602
$443K ﹤0.01%
20,430
-1,028
3603
$442K ﹤0.01%
7,540
+1,381
3604
$441K ﹤0.01%
+13,167
3605
$440K ﹤0.01%
26,315
-8,493
3606
$438K ﹤0.01%
32,418
-2,749
3607
$437K ﹤0.01%
+17,345
3608
$436K ﹤0.01%
9,270
+1,339
3609
$436K ﹤0.01%
21,495
+2,630
3610
$434K ﹤0.01%
19,199
+5,983
3611
$433K ﹤0.01%
87,446
+1,394
3612
$433K ﹤0.01%
12,734
-2,641
3613
$433K ﹤0.01%
17,751
+876
3614
$432K ﹤0.01%
63,418
-14,942
3615
$431K ﹤0.01%
139,881
+26,740
3616
$431K ﹤0.01%
120,318
+10,790
3617
$430K ﹤0.01%
41,147
+15,300
3618
$427K ﹤0.01%
190,420
+136,310
3619
$426K ﹤0.01%
4,588
-704
3620
$425K ﹤0.01%
50,000
3621
$424K ﹤0.01%
28,762
-841
3622
$422K ﹤0.01%
29,980
+16,510
3623
$420K ﹤0.01%
8,909
+28
3624
$419K ﹤0.01%
18,332
+2,144
3625
$418K ﹤0.01%
13,790
+8,383