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
351
$333M 0.04%
11,147,292
+452,611
352
$330M 0.04%
4,289,732
+54,018
353
$330M 0.04%
5,187,186
-77,679
354
$327M 0.04%
3,125,179
-217,307
355
$326M 0.04%
14,679,584
+23,609
356
$326M 0.04%
3,098,595
+260,805
357
$323M 0.04%
3,063,063
+2,808,769
358
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4,916,692
-244,200
359
$321M 0.04%
1,312,035
+509,000
360
$319M 0.04%
7,093,612
+7,093,600
361
$319M 0.04%
1,102,830
-179,260
362
$317M 0.04%
3,077,416
+13,878
363
$316M 0.04%
2,225,128
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364
$315M 0.04%
10,517,147
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365
$313M 0.04%
14,534,145
-793,639
366
$313M 0.04%
11,824,247
+1,498,438
367
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3,719,363
+2,887,468
368
$309M 0.04%
5,792,864
+150,002
369
$309M 0.04%
19,240,856
-4,546,504
370
$306M 0.04%
9,756,635
+328,836
371
$306M 0.04%
10,319,550
+2,330,929
372
$306M 0.04%
2,406,948
-756,927
373
$305M 0.04%
5,348,420
-534,905
374
$305M 0.04%
14,493,081
-5,257,043
375
$303M 0.04%
11,883,465
+2,944,248