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
1151
$31.7M ﹤0.01%
+1,068,551
1152
$31.6M ﹤0.01%
961,365
-305,522
1153
$31.4M ﹤0.01%
986,358
+34,970
1154
$31.4M ﹤0.01%
313,511
+868
1155
$31.4M ﹤0.01%
2,554,785
-5,050,924
1156
$31.4M ﹤0.01%
688,318
+282,590
1157
$31.3M ﹤0.01%
1,469,418
-222,735
1158
$31.2M ﹤0.01%
3,897,580
+354,021
1159
$31.1M ﹤0.01%
927,813
-80,467
1160
$31.1M ﹤0.01%
542,834
-143,036
1161
$31M ﹤0.01%
96,201
-3,272
1162
$30.9M ﹤0.01%
1,199,032
+10,260
1163
$30.8M ﹤0.01%
1,321,864
-41,172
1164
$30.8M ﹤0.01%
660,227
-144,106
1165
$30.8M ﹤0.01%
274,395
+4,492
1166
$30.5M ﹤0.01%
540,368
+16,766
1167
$30.5M ﹤0.01%
1,476,394
+595,713
1168
$30.3M ﹤0.01%
333,035
+110,803
1169
$30.3M ﹤0.01%
582,059
-134,719
1170
$30M ﹤0.01%
473,269
+4,422
1171
$30M ﹤0.01%
+2,983,670
1172
$29.9M ﹤0.01%
450,647
-5,057
1173
$29.8M ﹤0.01%
1,662,003
+1,223,291
1174
$29.8M ﹤0.01%
123,350
+7,817
1175
$29.8M ﹤0.01%
136,600
-2,964