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
426
$240M 0.03%
3,367,789
+722,357
427
$240M 0.03%
5,650,790
-783,314
428
$238M 0.03%
8,568,194
-120,480
429
$238M 0.03%
5,660,258
-1,219,733
430
$237M 0.03%
2,886,763
-524,933
431
$236M 0.03%
5,607,348
+287,398
432
$236M 0.03%
1,871,814
-183,323
433
$235M 0.03%
2,781,937
+1,928,616
434
$234M 0.03%
2,350,717
-82,048
435
$234M 0.03%
11,093,508
-809,873
436
$233M 0.03%
2,570,555
+23,638
437
$232M 0.03%
11,394,415
+4,106,865
438
$231M 0.03%
901,970
+42,171
439
$231M 0.03%
6,795,974
-361,051
440
$230M 0.03%
3,070,090
-376,470
441
$229M 0.03%
2,242,650
+25,255
442
$229M 0.03%
4,566,405
-295,165
443
$228M 0.03%
7,966,593
-23,035
444
$228M 0.03%
4,806,086
+4,023,702
445
$228M 0.03%
4,399,456
-233,881
446
$227M 0.03%
4,594,258
-1,354,299
447
$227M 0.03%
3,038,242
-40,541
448
$227M 0.03%
6,732,331
+198,010
449
$226M 0.03%
3,337,177
+1,545,443
450
$226M 0.03%
55,447,595
+1,161,279