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
1701
$12.1M ﹤0.01%
121,847
-30,865
1702
$12.1M ﹤0.01%
162,120
-2,410
1703
$12.1M ﹤0.01%
76,032
-12,579
1704
$12.1M ﹤0.01%
504,698
+7,254
1705
$12M ﹤0.01%
153,205
+6,752
1706
$12M ﹤0.01%
673,582
-19,500
1707
$12M ﹤0.01%
162,685
-17,321
1708
$11.9M ﹤0.01%
262,237
+64,086
1709
$11.9M ﹤0.01%
292,356
-158,474
1710
$11.9M ﹤0.01%
346,346
-13,519
1711
$11.9M ﹤0.01%
1,421,152
-140,621
1712
$11.8M ﹤0.01%
148,410
-114,656
1713
$11.8M ﹤0.01%
74,143
-1,436
1714
$11.8M ﹤0.01%
161,455
+2,844
1715
$11.8M ﹤0.01%
124,429
+10,318
1716
$11.8M ﹤0.01%
1,055,911
+117,974
1717
$11.8M ﹤0.01%
70,666
-19,401
1718
$11.8M ﹤0.01%
94,283
-9,056
1719
$11.8M ﹤0.01%
310,151
-103,634
1720
$11.8M ﹤0.01%
330,721
+51,329
1721
$11.7M ﹤0.01%
710,834
+147,255
1722
$11.7M ﹤0.01%
190,256
-948,938
1723
$11.7M ﹤0.01%
449,927
+63,585
1724
$11.7M ﹤0.01%
406,913
+212,111
1725
$11.7M ﹤0.01%
578,364
-66,583