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
1101
$59.4M ﹤0.01%
1,081,153
+66,092
1102
$59.4M ﹤0.01%
2,000,796
+1,285,519
1103
$59.3M ﹤0.01%
678,118
-78,374
1104
$59M ﹤0.01%
1,113,341
+226,956
1105
$58.9M ﹤0.01%
1,294,253
-74,637
1106
$58.7M ﹤0.01%
7,472,375
+3,617,201
1107
$58.5M ﹤0.01%
175,239
+12,455
1108
$58.5M ﹤0.01%
1,808,577
+1,075,998
1109
$58.4M ﹤0.01%
913,197
+184,207
1110
$58.3M ﹤0.01%
573,974
-33,686
1111
$58.1M ﹤0.01%
1,615,944
+329,563
1112
$57.9M ﹤0.01%
1,077,328
-55,490
1113
$57.8M ﹤0.01%
4,511,884
+3,454,397
1114
$57.7M ﹤0.01%
558,511
-535,691
1115
$57.4M ﹤0.01%
1,139,220
-36,436
1116
$57.4M ﹤0.01%
2,329,303
+367,343
1117
$57.3M ﹤0.01%
767,749
+481,606
1118
$57.2M ﹤0.01%
341,151
+9,624
1119
$56.9M ﹤0.01%
1,515,978
+196,245
1120
$56.9M ﹤0.01%
575,946
+265,648
1121
$56.9M ﹤0.01%
1,455,276
-335,960
1122
$56.9M ﹤0.01%
217,507
+31,122
1123
$56.9M ﹤0.01%
608,146
-60,794
1124
$56.8M ﹤0.01%
4,247,042
-36,742
1125
$56.8M ﹤0.01%
438,085
-29,227