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
1601
$14M ﹤0.01%
+1,392,554
1602
$14M ﹤0.01%
774,772
+46,344
1603
$14M ﹤0.01%
647,921
+142,968
1604
$14M ﹤0.01%
336,084
+758
1605
$14M ﹤0.01%
127,075
+44,966
1606
$13.9M ﹤0.01%
33,171
-5,131
1607
$13.9M ﹤0.01%
659,213
-102
1608
$13.9M ﹤0.01%
314,976
-595
1609
$13.9M ﹤0.01%
509,460
-34,078
1610
$13.9M ﹤0.01%
153,398
-13,221
1611
$13.9M ﹤0.01%
186,908
+2,159
1612
$13.9M ﹤0.01%
343,541
+46,278
1613
$13.9M ﹤0.01%
1,505,117
+437,910
1614
$13.9M ﹤0.01%
120,520
+31,864
1615
$13.9M ﹤0.01%
466,356
+231,623
1616
$13.9M ﹤0.01%
397,702
-84,631
1617
$13.9M ﹤0.01%
237,888
-211,576
1618
$13.9M ﹤0.01%
283,985
-25,577
1619
$13.8M ﹤0.01%
1,119,658
-4,378
1620
$13.8M ﹤0.01%
367,786
+10,112
1621
$13.8M ﹤0.01%
278,386
+134,236
1622
$13.8M ﹤0.01%
103,949
-9,017
1623
$13.8M ﹤0.01%
84,054
-98,223
1624
$13.8M ﹤0.01%
407,017
-158,975
1625
$13.8M ﹤0.01%
551,523
-10,349