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
1226
$25.9M ﹤0.01%
585,049
+54,056
1227
$25.9M ﹤0.01%
259,849
+31,995
1228
$25.9M ﹤0.01%
489,248
+83,996
1229
$25.9M ﹤0.01%
1,375,546
+262,849
1230
$25.8M ﹤0.01%
510,516
-2,565
1231
$25.8M ﹤0.01%
811,735
+97,356
1232
$25.8M ﹤0.01%
2,515,082
+51,946
1233
$25.7M ﹤0.01%
1,222,958
+165,955
1234
$25.7M ﹤0.01%
433,302
-2,838
1235
$25.6M ﹤0.01%
2,071,701
+483,935
1236
$25.5M ﹤0.01%
124,111
-8,690
1237
$25.5M ﹤0.01%
2,048,442
+366,295
1238
$25.4M ﹤0.01%
607,738
-68,944
1239
$25.4M ﹤0.01%
1,004,704
+93,245
1240
$25.4M ﹤0.01%
2,510,000
+2,310,000
1241
$25.3M ﹤0.01%
221,192
-14,258
1242
$25.3M ﹤0.01%
221,600
+64,197
1243
$25.3M ﹤0.01%
1,698,356
+311,098
1244
$25.2M ﹤0.01%
3,074,970
+662,150
1245
$25.2M ﹤0.01%
2,367,886
+938,440
1246
$25.1M ﹤0.01%
1,907,254
-742,602
1247
$25.1M ﹤0.01%
102,757
-4,841
1248
$25M ﹤0.01%
502,862
-36,299
1249
$25M ﹤0.01%
157,974
-27,764
1250
$24.9M ﹤0.01%
1,656,840
+1,639,929