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
1776
$10.7M ﹤0.01%
+1,074,350
1777
$10.7M ﹤0.01%
1,683,220
+246,635
1778
$10.7M ﹤0.01%
175,789
-5,799
1779
$10.7M ﹤0.01%
241,762
+165,981
1780
$10.6M ﹤0.01%
514,911
+11,178
1781
$10.6M ﹤0.01%
394,685
+48,017
1782
$10.6M ﹤0.01%
318,432
+116,333
1783
$10.6M ﹤0.01%
402,997
-96,845
1784
$10.6M ﹤0.01%
201,408
+22,100
1785
$10.6M ﹤0.01%
315,179
+16,884
1786
$10.6M ﹤0.01%
872,660
+377,283
1787
$10.5M ﹤0.01%
308,467
+41,744
1788
$10.5M ﹤0.01%
260,748
+7,466
1789
$10.5M ﹤0.01%
102,042
+3,919
1790
$10.5M ﹤0.01%
1,182,654
+19,328
1791
$10.5M ﹤0.01%
386,053
-2,691,185
1792
$10.5M ﹤0.01%
269,521
-34,607
1793
$10.5M ﹤0.01%
466,763
+71,349
1794
$10.5M ﹤0.01%
360,960
-22,329
1795
$10.5M ﹤0.01%
1,140,609
-148,204
1796
$10.4M ﹤0.01%
199,710
+3,033
1797
$10.4M ﹤0.01%
333,969
-145,878
1798
$10.4M ﹤0.01%
565,568
-83,019
1799
$10.4M ﹤0.01%
149,173
-35,356
1800
$10.4M ﹤0.01%
571,055
-28,452