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
101
$1.02B 0.2%
10,475,778
-6,384,569
102
$1.02B 0.2%
16,590,773
+222,772
103
$1,000M 0.2%
3,141,043
-546,011
104
$994M 0.19%
10,764,635
+182,646
105
$985M 0.19%
22,219,781
+6,100,366
106
$968M 0.19%
16,830,525
+1,064,151
107
$960M 0.19%
11,602,839
+886,322
108
$956M 0.19%
31,114,940
+8,166,659
109
$944M 0.18%
5,597,315
-111,348
110
$944M 0.18%
3,980,811
+372,050
111
$940M 0.18%
4,996,752
+889,638
112
$938M 0.18%
7,564,185
+1,312,425
113
$920M 0.18%
17,100,855
+368,723
114
$918M 0.18%
10,444,585
+4,559,797
115
$908M 0.18%
7,485,794
+226,241
116
$907M 0.18%
13,316,352
-2,224,709
117
$903M 0.18%
10,363,502
+6,511,020
118
$899M 0.18%
17,290,871
+1,302,048
119
$891M 0.17%
10,983,832
+239,832
120
$887M 0.17%
9,600,096
+2,552,766
121
$879M 0.17%
8,848,681
+563,790
122
$876M 0.17%
5,702,726
-3,849,411
123
$873M 0.17%
50,352,889
-593,081
124
$873M 0.17%
5,932,720
-272,701
125
$860M 0.17%
2,479,166
-91,159
3 4
5
6 7