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
1201
$48.3M ﹤0.01%
12,714,791
-17,600,261
1202
$48.3M ﹤0.01%
1,453,930
+491,005
1203
$48.2M ﹤0.01%
345,481
-15,839
1204
$48M ﹤0.01%
315,654
+70,318
1205
$47.9M ﹤0.01%
754,287
+25,234
1206
$47.8M ﹤0.01%
488,410
+126
1207
$47.6M ﹤0.01%
1,125,648
+110,753
1208
$47.6M ﹤0.01%
180,853
+8,067
1209
$47.4M ﹤0.01%
704,888
+48,979
1210
$47.4M ﹤0.01%
5,166,593
+240,254
1211
$47.2M ﹤0.01%
1,037,375
+533,421
1212
$47.2M ﹤0.01%
2,599,390
-4,170,006
1213
$47.2M ﹤0.01%
334,466
+34,881
1214
$47.1M ﹤0.01%
3,462,292
+1,193,569
1215
$47M ﹤0.01%
335,887
+123,580
1216
$46.8M ﹤0.01%
1,020,487
-171,090
1217
$46.8M ﹤0.01%
359,317
+125,035
1218
$46.8M ﹤0.01%
1,157,488
-14,891
1219
$46.7M ﹤0.01%
2,065,320
+317,877
1220
$46.6M ﹤0.01%
750,423
+136,452
1221
$46.6M ﹤0.01%
340,266
-1,259
1222
$46.5M ﹤0.01%
1,201,539
-114,670
1223
$46.5M ﹤0.01%
1,811,447
+674,723
1224
$46.4M ﹤0.01%
4,497,398
-1,294,274
1225
$46.3M ﹤0.01%
1,123,602
-47,878