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
1501
$27.1M ﹤0.01%
531,983
+381
1502
$27.1M ﹤0.01%
352,491
+90,695
1503
$27.1M ﹤0.01%
657,342
+64,843
1504
$27M ﹤0.01%
134,443
-24,956
1505
$26.9M ﹤0.01%
346,775
-121,935
1506
$26.9M ﹤0.01%
2,836,965
-573,446
1507
$26.9M ﹤0.01%
423,959
+413,979
1508
$26.9M ﹤0.01%
306,995
-23,703
1509
$26.8M ﹤0.01%
2,314,429
-52,910
1510
$26.7M ﹤0.01%
345,157
-1,097,375
1511
$26.6M ﹤0.01%
503,654
-5,259
1512
$26.6M ﹤0.01%
605,478
+9,196
1513
$26.6M ﹤0.01%
1,688,995
-1,389,804
1514
$26.4M ﹤0.01%
548,171
-34,025
1515
$26.3M ﹤0.01%
637,654
+19,370
1516
$26.2M ﹤0.01%
1,010,619
+199,330
1517
$26.2M ﹤0.01%
1,383,892
+693,124
1518
$26.1M ﹤0.01%
576,780
-122,225
1519
$26.1M ﹤0.01%
1,591,712
+86,810
1520
$26M ﹤0.01%
467,028
+53,839
1521
$26M ﹤0.01%
2,477,311
-535,165
1522
$25.9M ﹤0.01%
696,055
-9,241
1523
$25.9M ﹤0.01%
2,500,006
+2,500,000
1524
$25.8M ﹤0.01%
866,631
-325,267
1525
$25.8M ﹤0.01%
276,315
+76,510