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
1026
$70.6M 0.01%
735,364
+88,089
1027
$70.4M 0.01%
183,706
+61,178
1028
$70.2M 0.01%
637,358
+15,149
1029
$70.1M 0.01%
248,432
-24,460
1030
$70.1M 0.01%
264,295
-15,996
1031
$70M 0.01%
1,392,166
+1,046,053
1032
$69.9M 0.01%
2,226,237
+170,016
1033
$69.8M 0.01%
939,674
-7,648
1034
$69.7M 0.01%
1,670,567
-2,049,570
1035
$69.5M 0.01%
1,728,836
+15,609
1036
$69.4M 0.01%
2,049,657
+1,734,142
1037
$69M 0.01%
1,791,929
-215,215
1038
$69M 0.01%
192,546
+50,291
1039
$69M 0.01%
555,644
-4,141
1040
$69M 0.01%
644,017
+587,394
1041
$68.8M 0.01%
855,045
-693,513
1042
$68.7M 0.01%
243,020
-17,314
1043
$68.3M 0.01%
1,785,105
+670,440
1044
$67.9M 0.01%
1,140,309
+352,863
1045
$67.5M 0.01%
631,985
+296,511
1046
$67.4M 0.01%
10,859,764
-2,518,245
1047
$67.4M 0.01%
445,470
+27,180
1048
$67.1M 0.01%
845,970
-20,806
1049
$66.8M 0.01%
1,128,835
+650,194
1050
$66.8M 0.01%
1,238,382
-749,342