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
1601
$22.7M ﹤0.01%
267,104
-54,501
1602
$22.6M ﹤0.01%
462,096
+21,942
1603
$22.6M ﹤0.01%
502,985
+126,397
1604
$22.6M ﹤0.01%
929,425
+871,596
1605
$22.5M ﹤0.01%
5,008,565
+154,098
1606
$22.5M ﹤0.01%
898,122
-131,643
1607
$22.4M ﹤0.01%
128,648
+6,629
1608
$22.4M ﹤0.01%
158,123
+6,041
1609
$22.4M ﹤0.01%
1,731,485
+54,660
1610
$22.4M ﹤0.01%
559,199
+449,521
1611
$22.3M ﹤0.01%
4,012,838
+571,428
1612
$22.3M ﹤0.01%
107,101
-13,456
1613
$22.3M ﹤0.01%
267,665
-4,689
1614
$22.3M ﹤0.01%
258,646
+35,289
1615
$22.3M ﹤0.01%
885,680
+706,134
1616
$22.2M ﹤0.01%
91,753
-4,462
1617
$22.1M ﹤0.01%
101,251
-2,253
1618
$22.1M ﹤0.01%
217,442
+16,176
1619
$22.1M ﹤0.01%
1,789,236
+746,783
1620
$22.1M ﹤0.01%
594,819
+52,949
1621
$22M ﹤0.01%
578,890
+44,378
1622
$22M ﹤0.01%
656,269
-220,919
1623
$21.9M ﹤0.01%
421,410
+25,002
1624
$21.9M ﹤0.01%
64,722
+24,358
1625
$21.7M ﹤0.01%
498,056
+15,771