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
1401
$33M ﹤0.01%
2,124,016
-956,785
1402
$33M ﹤0.01%
2,261,947
-201,405
1403
$32.7M ﹤0.01%
182,698
-40,465
1404
$32.6M ﹤0.01%
816,597
-62,722
1405
$32.5M ﹤0.01%
415,162
+143,861
1406
$32.4M ﹤0.01%
439,538
+23,758
1407
$32.1M ﹤0.01%
636,607
+26,885
1408
$32.1M ﹤0.01%
2,039,037
-247,445
1409
$32.1M ﹤0.01%
310,852
+3,238
1410
$32.1M ﹤0.01%
334,276
-52,935
1411
$32M ﹤0.01%
425,968
+281,024
1412
$32M ﹤0.01%
775,804
+24,838
1413
$31.9M ﹤0.01%
237,206
+35,269
1414
$31.9M ﹤0.01%
1,598,072
-26,802
1415
$31.9M ﹤0.01%
166,541
+65
1416
$31.8M ﹤0.01%
116,587
-73,652
1417
$31.6M ﹤0.01%
901,669
-79,173
1418
$31.6M ﹤0.01%
472,177
+12,081
1419
$31.6M ﹤0.01%
605,824
-232,062
1420
$31.5M ﹤0.01%
1,396,920
-313,649
1421
$31.5M ﹤0.01%
200,428
-14,365
1422
$31.4M ﹤0.01%
176,730
-5,383
1423
$31.4M ﹤0.01%
2,661,133
-318,619
1424
$31.4M ﹤0.01%
674,795
-67,723
1425
$31.3M ﹤0.01%
1,246,222
+711,314