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
$472B
AUM Growth
+$19.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,129
New
Increased
Reduced
Closed

Top Buys

1
+$3.85B
2
+$1.53B
3
+$1.22B
4
CVX icon
Chevron
CVX
+$1.1B
5
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$985M

Top Sells

1
+$3.64B
2
+$1.2B
3
+$954M
4
V icon
Visa
V
+$838M
5
T icon
AT&T
T
+$801M

Sector Composition

1 Technology 13.66%
2 Financials 13.19%
3 Healthcare 9.98%
4 Consumer Discretionary 9.29%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03B 0.59%
72,244,105
+6,178,224
27
$3.01B 0.59%
76,121,480
+1,220,601
28
$2.78B 0.54%
9,479,653
-160,923
29
$2.71B 0.53%
47,344,211
+7,791,846
30
$2.57B 0.5%
50,234,684
-2,541,480
31
$2.46B 0.48%
12,956,553
+4,037,012
32
$2.43B 0.48%
13,975,184
-27,264
33
$2.42B 0.47%
12,532,538
-331,872
34
$2.37B 0.46%
13,862,898
-4,894,400
35
$2.37B 0.46%
40,037,447
+918,607
36
$2.32B 0.45%
6,273,650
-491,248
37
$2.29B 0.45%
15,175,146
-1,546,996
38
$2.27B 0.44%
19,971,479
-3,008,084
39
$2.25B 0.44%
20,460,201
+5,197,382
40
$2B 0.39%
29,415,724
-1,421,477
41
$1.97B 0.39%
17,479,276
-2,063,729
42
$1.97B 0.39%
30,601,682
-638,234
43
$1.93B 0.38%
17,592,615
+1,479,434
44
$1.93B 0.38%
46,121,321
-2,387,930
45
$1.92B 0.38%
4,903,917
+224,123
46
$1.9B 0.37%
10,679,638
-4,169
47
$1.87B 0.37%
16,753,824
-1,235,003
48
$1.84B 0.36%
24,264,039
+2,148,198
49
$1.83B 0.36%
41,967,104
-2,169,356
50
$1.82B 0.36%
39,271,672
-9,708,652
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