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
1351
$36.2M ﹤0.01%
320,164
+36,712
1352
$36.1M ﹤0.01%
3,431,101
-254,181
1353
$36M ﹤0.01%
629,849
+82,015
1354
$36M ﹤0.01%
432,022
+50,950
1355
$36M ﹤0.01%
1,272,052
+48,525
1356
$35.9M ﹤0.01%
312,076
-5,738
1357
$35.8M ﹤0.01%
287,993
+14,430
1358
$35.6M ﹤0.01%
794,445
-14,122
1359
$35.5M ﹤0.01%
695,321
+91,686
1360
$35.5M ﹤0.01%
1,216,791
-1,424,790
1361
$35.4M ﹤0.01%
343,400
+22,485
1362
$35.4M ﹤0.01%
320,286
+73,361
1363
$35.4M ﹤0.01%
503,323
-308,360
1364
$35.3M ﹤0.01%
2,336,309
-20,946
1365
$35.2M ﹤0.01%
366,840
-28,537
1366
$35.2M ﹤0.01%
334,630
-380,315
1367
$35.2M ﹤0.01%
609,945
-12,290
1368
$35.1M ﹤0.01%
507,916
+60,824
1369
$35.1M ﹤0.01%
394,814
-744,283
1370
$35.1M ﹤0.01%
365,745
+25,152
1371
$35M ﹤0.01%
6,237,977
-2,653,320
1372
$34.9M ﹤0.01%
509,906
+366,653
1373
$34.9M ﹤0.01%
517,580
+43,226
1374
$34.9M ﹤0.01%
3,571,208
+1,818,753
1375
$34.8M ﹤0.01%
85,613
+10,612