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
1551
$24.6M ﹤0.01%
425,812
-3,680
1552
$24.6M ﹤0.01%
230,467
-6,539
1553
$24.6M ﹤0.01%
1,662,495
+40,807
1554
$24.4M ﹤0.01%
292,590
+118,858
1555
$24.4M ﹤0.01%
409,885
+29,174
1556
$24.4M ﹤0.01%
467,155
-133,783
1557
$24.4M ﹤0.01%
183,198
+16,997
1558
$24.3M ﹤0.01%
669,914
+39,059
1559
$24.2M ﹤0.01%
1,497,261
-9,305
1560
$24.2M ﹤0.01%
940,838
+51,622
1561
$24.2M ﹤0.01%
+6,195,014
1562
$24.2M ﹤0.01%
1,962,232
+1,859,398
1563
$24.1M ﹤0.01%
3,401,038
+810,758
1564
$24.1M ﹤0.01%
1,175,388
+162,810
1565
$24M ﹤0.01%
246,951
-66,829
1566
$24M ﹤0.01%
150,557
-14,625
1567
$24M ﹤0.01%
171,244
+5,315
1568
$24M ﹤0.01%
221,507
+43,707
1569
$24M ﹤0.01%
917,636
+125,641
1570
$23.9M ﹤0.01%
411,303
+53,700
1571
$23.9M ﹤0.01%
228,190
-379,711
1572
$23.9M ﹤0.01%
233,522
-4,813
1573
$23.8M ﹤0.01%
18,691
+100
1574
$23.8M ﹤0.01%
671,045
+179,805
1575
$23.7M ﹤0.01%
660,568
+264,334