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
1076
$62.7M ﹤0.01%
826,783
+543,810
1077
$62.1M ﹤0.01%
1,000,249
-3,020
1078
$61.9M ﹤0.01%
1,265,573
+68,162
1079
$61.8M ﹤0.01%
1,053,619
-827,259
1080
$61.7M ﹤0.01%
4,610,014
-1,513,730
1081
$61.6M ﹤0.01%
1,172,235
+219,971
1082
$61.5M ﹤0.01%
1,235,868
+1,175,484
1083
$61.4M ﹤0.01%
4,305,096
-667,906
1084
$61.4M ﹤0.01%
3,057,037
+541,869
1085
$61.3M ﹤0.01%
1,297,398
-473,487
1086
$61.3M ﹤0.01%
1,255,374
-317,945
1087
$61.2M ﹤0.01%
623,669
+571
1088
$61.1M ﹤0.01%
689,945
-37,273
1089
$61M ﹤0.01%
2,292,187
+4,614
1090
$60.8M ﹤0.01%
638,821
+88,288
1091
$60.6M ﹤0.01%
445,337
+147,542
1092
$60.5M ﹤0.01%
5,270,338
+1,752,995
1093
$60.4M ﹤0.01%
756,184
-150,782
1094
$60.2M ﹤0.01%
1,135,120
+198,173
1095
$60.1M ﹤0.01%
854,469
-357,899
1096
$60.1M ﹤0.01%
3,146,179
+1,193,918
1097
$60M ﹤0.01%
1,291,899
+879,186
1098
$59.8M ﹤0.01%
223,530
+8,047
1099
$59.6M ﹤0.01%
629,787
+73,526
1100
$59.6M ﹤0.01%
358,496
-6,703