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
1626
$13.7M ﹤0.01%
538,126
-78,125
1627
$13.7M ﹤0.01%
998,536
-10,234
1628
$13.7M ﹤0.01%
430,323
-126,176
1629
$13.7M ﹤0.01%
295,155
-17,616
1630
$13.7M ﹤0.01%
468,460
-258,262
1631
$13.7M ﹤0.01%
138,242
+16,906
1632
$13.6M ﹤0.01%
594,979
-3,391
1633
$13.6M ﹤0.01%
453,395
+16,736
1634
$13.5M ﹤0.01%
229,652
-57,958
1635
$13.5M ﹤0.01%
213,705
-84,740
1636
$13.5M ﹤0.01%
780,179
+327,823
1637
$13.5M ﹤0.01%
217,241
+35,006
1638
$13.4M ﹤0.01%
604,888
+163,444
1639
$13.4M ﹤0.01%
1,580,589
-995,903
1640
$13.4M ﹤0.01%
2,919,505
-71,658
1641
$13.4M ﹤0.01%
808,768
-74,844
1642
$13.4M ﹤0.01%
335,091
-97,065
1643
$13.4M ﹤0.01%
722,234
-349,896
1644
$13.4M ﹤0.01%
487,793
-6,395
1645
$13.4M ﹤0.01%
359,724
+2,938
1646
$13.4M ﹤0.01%
153,575
+24,010
1647
$13.4M ﹤0.01%
485,880
-1,072
1648
$13.3M ﹤0.01%
1,314,739
-685,276
1649
$13.3M ﹤0.01%
418,245
-18,256
1650
$13.3M ﹤0.01%
253,791
-49,099