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
1951
$8.26M ﹤0.01%
106,487
+1,371
1952
$8.24M ﹤0.01%
194,699
+4,638
1953
$8.23M ﹤0.01%
329,773
+197,436
1954
$8.21M ﹤0.01%
79,832
+6,686
1955
$8.2M ﹤0.01%
254,541
-2,832
1956
$8.19M ﹤0.01%
242,417
-259,967
1957
$8.19M ﹤0.01%
246,011
-186,475
1958
$8.18M ﹤0.01%
161,565
-55,437
1959
$8.17M ﹤0.01%
652,823
+486,165
1960
$8.17M ﹤0.01%
1,461,364
+395,637
1961
$8.17M ﹤0.01%
160,381
+97,404
1962
$8.16M ﹤0.01%
441,877
-2,723
1963
$8.14M ﹤0.01%
118,821
+24,939
1964
$8.13M ﹤0.01%
354,334
-129,557
1965
$8.12M ﹤0.01%
404,487
+48,117
1966
$8.12M ﹤0.01%
+246,332
1967
$8.1M ﹤0.01%
164,379
-3,341
1968
$8.1M ﹤0.01%
911,606
-673,439
1969
$8.08M ﹤0.01%
299,141
+120,193
1970
$8.06M ﹤0.01%
406,471
+406,459
1971
$8.06M ﹤0.01%
144,056
-61,764
1972
$8.04M ﹤0.01%
128,443
-77,952
1973
$8.02M ﹤0.01%
454,038
-85,356
1974
$8M ﹤0.01%
78,152
+12,981
1975
$7.99M ﹤0.01%
308,087
-217,779