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
1451
$30.1M ﹤0.01%
461,816
+41,643
1452
$30.1M ﹤0.01%
808,981
+53,372
1453
$30M ﹤0.01%
33,923
-42,166
1454
$29.9M ﹤0.01%
454,284
+46,273
1455
$29.9M ﹤0.01%
1,082,435
-704,607
1456
$29.8M ﹤0.01%
214,306
-11,377
1457
$29.7M ﹤0.01%
518,812
-372,287
1458
$29.7M ﹤0.01%
276,212
+88,600
1459
$29.7M ﹤0.01%
736,674
+113,785
1460
$29.6M ﹤0.01%
272,271
+1,584
1461
$29.4M ﹤0.01%
635,169
-1,736
1462
$29.4M ﹤0.01%
752,570
-8,606
1463
$29.4M ﹤0.01%
207,600
+23,459
1464
$29.4M ﹤0.01%
346,957
-273,946
1465
$29.4M ﹤0.01%
1,054,833
+548,005
1466
$29.3M ﹤0.01%
387,737
-3,096
1467
$29.2M ﹤0.01%
302,592
+4,749
1468
$29.1M ﹤0.01%
351,782
-33,413
1469
$29.1M ﹤0.01%
465,531
-34,393
1470
$29M ﹤0.01%
641,956
+220,444
1471
$29M ﹤0.01%
150,411
-17,318
1472
$29M ﹤0.01%
661,623
+176,820
1473
$28.9M ﹤0.01%
794,861
+662,606
1474
$28.8M ﹤0.01%
1,778,281
-71,080
1475
$28.8M ﹤0.01%
930,286
-417,100