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
1226
$46.2M ﹤0.01%
424,867
+295,100
1227
$46M ﹤0.01%
+2,057,358
1228
$46M ﹤0.01%
654,460
-85,387
1229
$45.9M ﹤0.01%
267,684
+14,321
1230
$45.7M ﹤0.01%
657,206
+419,607
1231
$45.4M ﹤0.01%
728,253
+60,448
1232
$45.4M ﹤0.01%
187,905
+168
1233
$45.3M ﹤0.01%
3,872,515
-176,780
1234
$45.3M ﹤0.01%
2,526,214
+2,316,389
1235
$44.9M ﹤0.01%
1,172,375
+5,832
1236
$44.9M ﹤0.01%
488,666
-262,418
1237
$44.8M ﹤0.01%
333,078
+146,237
1238
$44.7M ﹤0.01%
638,422
-32,404
1239
$44.6M ﹤0.01%
1,500,668
+1,053,009
1240
$44.3M ﹤0.01%
485,744
-11,149
1241
$44.3M ﹤0.01%
1,719,688
+621,928
1242
$44.3M ﹤0.01%
1,770,817
-99,931
1243
$44.1M ﹤0.01%
864,940
+70,821
1244
$44M ﹤0.01%
1,619,419
+1,369,981
1245
$44M ﹤0.01%
344,115
+41,497
1246
$43.9M ﹤0.01%
567,628
+27,550
1247
$43.8M ﹤0.01%
1,508,852
+159,483
1248
$43.5M ﹤0.01%
541,065
-56,435
1249
$43.4M ﹤0.01%
465,729
+19,038
1250
$43.4M ﹤0.01%
544,260
+108,753