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
1176
$51.3M ﹤0.01%
591,152
+158,975
1177
$51.1M ﹤0.01%
2,495,118
+686,630
1178
$51.1M ﹤0.01%
130,811
-226,896
1179
$50.9M ﹤0.01%
1,272,720
+70,786
1180
$50.5M ﹤0.01%
533,646
+87,231
1181
$50.4M ﹤0.01%
829,858
+42,293
1182
$50.2M ﹤0.01%
720,274
+228,939
1183
$50.1M ﹤0.01%
1,050,904
+595,968
1184
$50.1M ﹤0.01%
1,870,355
+488,432
1185
$50M ﹤0.01%
1,847,389
+1,244,326
1186
$49.9M ﹤0.01%
1,289,841
-7,845
1187
$49.9M ﹤0.01%
1,552,035
-144,866
1188
$49.8M ﹤0.01%
581,496
-261,573
1189
$49.7M ﹤0.01%
855,507
+173,274
1190
$49.6M ﹤0.01%
203,686
+1,408
1191
$49.4M ﹤0.01%
254,439
+104,210
1192
$49.4M ﹤0.01%
2,730,615
+2,187,825
1193
$49.3M ﹤0.01%
4,775,533
+1,130,558
1194
$49.2M ﹤0.01%
3,488,097
+540,920
1195
$49.2M ﹤0.01%
1,204,824
+431,644
1196
$49M ﹤0.01%
2,309,150
+938,742
1197
$48.6M ﹤0.01%
1,579,579
+602,899
1198
$48.6M ﹤0.01%
2,294,509
-53,183
1199
$48.4M ﹤0.01%
472,472
-33,980
1200
$48.4M ﹤0.01%
391,172
+60,576