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
1326
$37.5M ﹤0.01%
1,484,147
+1,387,906
1327
$37.4M ﹤0.01%
446,513
+45,256
1328
$37.4M ﹤0.01%
214,854
+131,662
1329
$37.4M ﹤0.01%
418,500
-2,954,341
1330
$37.4M ﹤0.01%
156,727
-162,974
1331
$37.4M ﹤0.01%
617,191
-1,619
1332
$37.4M ﹤0.01%
385,335
+39,351
1333
$37.4M ﹤0.01%
771,218
-149,344
1334
$37.3M ﹤0.01%
600,086
+55,095
1335
$37.3M ﹤0.01%
764,858
+137,477
1336
$37.2M ﹤0.01%
1,116,949
-18,856
1337
$37.1M ﹤0.01%
623,724
-28,795
1338
$37M ﹤0.01%
1,240,872
+293,583
1339
$37M ﹤0.01%
2,051,346
+191,383
1340
$36.9M ﹤0.01%
399,144
+173,225
1341
$36.8M ﹤0.01%
496,310
-79,669
1342
$36.8M ﹤0.01%
296,357
+69,006
1343
$36.8M ﹤0.01%
953,984
+237,096
1344
$36.6M ﹤0.01%
200,776
+10,191
1345
$36.5M ﹤0.01%
1,166,528
-46,460
1346
$36.5M ﹤0.01%
981,965
+197,191
1347
$36.5M ﹤0.01%
1,289,418
-6,449,863
1348
$36.4M ﹤0.01%
2,021,961
-3,010,555
1349
$36.2M ﹤0.01%
292,654
+48,304
1350
$36.2M ﹤0.01%
5,513,751
+2,584,350