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
2451
$3.68M ﹤0.01%
139,061
+8,912
2452
$3.68M ﹤0.01%
+267,372
2453
$3.67M ﹤0.01%
35,665
+3,772
2454
$3.66M ﹤0.01%
13,386
+500
2455
$3.66M ﹤0.01%
39,992
+39,211
2456
$3.64M ﹤0.01%
193,686
+21,518
2457
$3.63M ﹤0.01%
56,473
-5,641
2458
$3.63M ﹤0.01%
22,301
-1,843
2459
$3.62M ﹤0.01%
1,575,789
+415,201
2460
$3.62M ﹤0.01%
537,565
+70,258
2461
$3.62M ﹤0.01%
87,576
+51,553
2462
$3.6M ﹤0.01%
602,020
-101,075
2463
$3.58M ﹤0.01%
111,984
-17,034
2464
$3.58M ﹤0.01%
86,095
+2,106
2465
$3.57M ﹤0.01%
+76,074
2466
$3.57M ﹤0.01%
489,673
-99,573
2467
$3.57M ﹤0.01%
601,705
+21,548
2468
$3.57M ﹤0.01%
157,227
+118,056
2469
$3.57M ﹤0.01%
80,382
+8,927
2470
$3.56M ﹤0.01%
101,756
+64,274
2471
$3.54M ﹤0.01%
+469,324
2472
$3.54M ﹤0.01%
286,343
-83,668
2473
$3.53M ﹤0.01%
133,553
+243
2474
$3.52M ﹤0.01%
1,895,800
+30,439
2475
$3.5M ﹤0.01%
+340,000