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
1301
$23M ﹤0.01%
380,514
-47,154
1302
$22.9M ﹤0.01%
102,844
-1,015
1303
$22.8M ﹤0.01%
310,804
+95,343
1304
$22.8M ﹤0.01%
693,751
-1,007,005
1305
$22.8M ﹤0.01%
623,924
-131,993
1306
$22.8M ﹤0.01%
647,465
-51,934
1307
$22.7M ﹤0.01%
566,514
+174,902
1308
$22.7M ﹤0.01%
3,154,835
+693,234
1309
$22.6M ﹤0.01%
266,793
-34,155
1310
$22.6M ﹤0.01%
191,156
+38,942
1311
$22.4M ﹤0.01%
432,573
+135,230
1312
$22.4M ﹤0.01%
97,263
+18,436
1313
$22.4M ﹤0.01%
163,749
+4,884
1314
$22.4M ﹤0.01%
469,968
-28,120
1315
$22.4M ﹤0.01%
158,478
+11,824
1316
$22.4M ﹤0.01%
359,481
-202,948
1317
$22.3M ﹤0.01%
2,420,294
+36,203
1318
$22.3M ﹤0.01%
194,472
+44,370
1319
$22.3M ﹤0.01%
333,624
+1,830
1320
$22.2M ﹤0.01%
240,103
-67,311
1321
$22.1M ﹤0.01%
215,980
+8,765
1322
$22.1M ﹤0.01%
100,469
+985
1323
$22.1M ﹤0.01%
504,849
+5,549
1324
$22.1M ﹤0.01%
496,368
+20
1325
$22.1M ﹤0.01%
298,980
-93,991