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
4526
$44K ﹤0.01%
6,927
+475
4527
$44K ﹤0.01%
976
+920
4528
$44K ﹤0.01%
6,183
+214
4529
$44K ﹤0.01%
13,059
+3,047
4530
$44K ﹤0.01%
26,845
+7,046
4531
$43K ﹤0.01%
2,035
-1,659
4532
$43K ﹤0.01%
236
-144
4533
$43K ﹤0.01%
+1,537
4534
$43K ﹤0.01%
+1,200
4535
$43K ﹤0.01%
+3,369
4536
$43K ﹤0.01%
2,972
+2,484
4537
$43K ﹤0.01%
3,070
+668
4538
$43K ﹤0.01%
14,962
+9,058
4539
$42K ﹤0.01%
9,210
-11,637
4540
$42K ﹤0.01%
42,119
+1,636
4541
$42K ﹤0.01%
+4,074
4542
$41K ﹤0.01%
8,443
+8,046
4543
$41K ﹤0.01%
+6,784
4544
$41K ﹤0.01%
57,281
-1,101,415
4545
$41K ﹤0.01%
+1,500
4546
$40K ﹤0.01%
1,200
-2,258
4547
$40K ﹤0.01%
2,003
+1,678
4548
$40K ﹤0.01%
5,881
+1,406
4549
$40K ﹤0.01%
21,140
-19,765
4550
$39K ﹤0.01%
1,629
-1,003