JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

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
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25T
AUM Growth
+$89.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,695
New
Increased
Reduced
Closed

Top Buys

1 +$2.43B
2 +$2.34B
3 +$2.08B
4
NVDA icon
NVIDIA
NVDA
+$1.99B
5
GS icon
Goldman Sachs
GS
+$1.62B

Top Sells

1 +$2.99B
2 +$2.02B
3 +$1.21B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.18B
5
DHR icon
Danaher
DHR
+$1.12B

Sector Composition

1 Technology 23.79%
2 Healthcare 9.72%
3 Consumer Discretionary 9.7%
4 Financials 9.58%
5 Industrials 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
801
$124M 0.01%
534,456
+17,577
802
$124M 0.01%
415,501
-81,494
803
$123M 0.01%
1,023,771
-344,758
804
$123M 0.01%
1,527,266
-1,456,716
805
$123M 0.01%
386,708
+100,042
806
$123M 0.01%
3,129,341
+2,060,595
807
$122M 0.01%
1,127,195
-286,401
808
$122M 0.01%
3,117,992
-942,262
809
$121M 0.01%
3,110,156
+1,501,027
810
$120M 0.01%
1,985,921
-858,480
811
$120M 0.01%
659,274
-119,903
812
$119M 0.01%
6,747,536
+2,828,528
813
$118M 0.01%
1,466,573
-10,101
814
$118M 0.01%
588,406
+44,114
815
$118M 0.01%
623,433
-90,688
816
$118M 0.01%
2,191,570
+455,361
817
$118M 0.01%
11,140,270
-4,068,157
818
$117M 0.01%
7,643,877
-972,387
819
$117M 0.01%
801,520
+192,609
820
$116M 0.01%
650,612
-68,387
821
$116M 0.01%
4,116,045
-238,695
822
$116M 0.01%
456,112
-500,298
823
$116M 0.01%
1,119,452
-36,340
824
$115M 0.01%
2,280,005
+420,399
825
$115M 0.01%
4,430,653
-618,203