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
1001
$47.9M 0.01%
4,361,682
+1,050,235
1002
$47.6M 0.01%
525,005
+148,355
1003
$47.5M 0.01%
303,821
-820
1004
$47.4M 0.01%
2,330,364
-110,839
1005
$47.3M 0.01%
3,877,972
-36,459
1006
$47.3M 0.01%
948,769
+45,485
1007
$47.1M 0.01%
34,735
-493
1008
$47M 0.01%
567,597
+130,801
1009
$47M 0.01%
1,795,071
+390,934
1010
$46.8M 0.01%
1,926,324
+466,426
1011
$46.5M 0.01%
1,717,814
-20,740
1012
$46.3M 0.01%
1,041,579
+34,874
1013
$46.3M 0.01%
1,538,567
+809,639
1014
$46.1M 0.01%
1,427,977
+105,094
1015
$46M 0.01%
1,261,900
+55,496
1016
$45.8M 0.01%
1,632,583
+875,412
1017
$45.5M 0.01%
692,173
+211,987
1018
$45.4M 0.01%
81,609
+2,903
1019
$45.4M 0.01%
215,070
-4,927
1020
$45.3M 0.01%
14,063,803
+2,407,512
1021
$45.2M 0.01%
+1,468,459
1022
$45.2M 0.01%
1,051,082
-27,261
1023
$44.7M 0.01%
2,623,519
-249,544
1024
$44.6M 0.01%
315,363
+77,027
1025
$44.4M 0.01%
159,356
-17,993