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
51
$2.89B 0.38%
8,633,320
+1,164,258
52
$2.85B 0.38%
5,178,476
-357,912
53
$2.85B 0.38%
11,555,480
-2,517,072
54
$2.83B 0.37%
81,028,559
-2,457,287
55
$2.83B 0.37%
23,475,979
+377,034
56
$2.82B 0.37%
7,248,710
+1,354,528
57
$2.81B 0.37%
9,100,030
+109,927
58
$2.81B 0.37%
33,729,763
+2,244,721
59
$2.8B 0.37%
21,650,655
+222,924
60
$2.77B 0.37%
27,399,701
+1,301,298
61
$2.76B 0.36%
8,737,896
+349,261
62
$2.65B 0.35%
40,874,518
+1,611,317
63
$2.64B 0.35%
23,795,341
+305,417
64
$2.63B 0.35%
61,033,516
+900,778
65
$2.57B 0.34%
59,026,166
+12,398,861
66
$2.56B 0.34%
34,415,110
-4,090,316
67
$2.53B 0.33%
50,889,570
-3,992,697
68
$2.52B 0.33%
49,110,274
+9,631,188
69
$2.49B 0.33%
26,693,891
+781,358
70
$2.46B 0.32%
21,058,568
+2,607,084
71
$2.44B 0.32%
17,959,766
-750,594
72
$2.44B 0.32%
16,488,613
+401,292
73
$2.39B 0.31%
49,239,102
-18,912,964
74
$2.37B 0.31%
7,680,557
+300,423
75
$2.36B 0.31%
29,645,868
+4,611,477
1 2
3
4 5