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
3776
$305K ﹤0.01%
+12,510
3777
$305K ﹤0.01%
16,653
-1,915
3778
$305K ﹤0.01%
16,331
+23
3779
$304K ﹤0.01%
125,339
+12,842
3780
$303K ﹤0.01%
10,714
-14,630
3781
$303K ﹤0.01%
+47,877
3782
$303K ﹤0.01%
18,604
-416
3783
$302K ﹤0.01%
14,527
+4,450
3784
$302K ﹤0.01%
28,301
+6,705
3785
$301K ﹤0.01%
43,861
+12,389
3786
$300K ﹤0.01%
8,925
+2,531
3787
$300K ﹤0.01%
6,403
+435
3788
$299K ﹤0.01%
4,834
+385
3789
$299K ﹤0.01%
4,206
+315
3790
$298K ﹤0.01%
+8,551
3791
$297K ﹤0.01%
19,825
+537
3792
$297K ﹤0.01%
46,011
+33,243
3793
$297K ﹤0.01%
11,634
+2,399
3794
$296K ﹤0.01%
5,000
3795
$296K ﹤0.01%
4,133
+89
3796
$295K ﹤0.01%
20,931
-86,212
3797
$294K ﹤0.01%
+11,614
3798
$292K ﹤0.01%
34,499
+1,693
3799
$292K ﹤0.01%
+5,715
3800
$292K ﹤0.01%
6,358
+2,071