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
501
$187M 0.02%
3,030,029
+280,152
502
$187M 0.02%
9,617,772
+154,082
503
$187M 0.02%
1,260,753
+261,313
504
$186M 0.02%
2,815,397
-427,057
505
$185M 0.02%
4,103,172
-381,117
506
$184M 0.02%
3,227,777
-705,249
507
$183M 0.02%
4,172,370
-318,967
508
$183M 0.02%
5,286,191
+821,423
509
$183M 0.02%
1,929,745
+835,175
510
$182M 0.02%
14,022,698
+3,463,253
511
$181M 0.02%
4,600,788
+383,403
512
$181M 0.02%
834,364
+39,036
513
$180M 0.02%
3,010,262
-141,977
514
$179M 0.02%
3,610,744
+2,344,926
515
$178M 0.02%
1,867,318
+335,604
516
$177M 0.02%
3,090,071
+2,701
517
$176M 0.02%
533,278
+213,702
518
$176M 0.02%
9,145,916
-2,683,365
519
$175M 0.02%
1,603,886
-89,557
520
$175M 0.02%
1,786,303
-164,534
521
$174M 0.02%
1,398,977
+7,810
522
$173M 0.02%
2,371,653
-459,025
523
$172M 0.02%
5,425,534
-1,197,456
524
$172M 0.02%
1,700,088
-430,152
525
$172M 0.02%
2,744,334
+7,662