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
1651
$20.8M ﹤0.01%
6,659,629
+2,456,914
1652
$20.7M ﹤0.01%
372,932
+11,785
1653
$20.6M ﹤0.01%
1,427,476
-611,454
1654
$20.6M ﹤0.01%
533,490
+148,537
1655
$20.5M ﹤0.01%
383,784
+219,020
1656
$20.5M ﹤0.01%
2,681,098
-241,641
1657
$20.5M ﹤0.01%
546,510
+88,350
1658
$20.5M ﹤0.01%
1,164,249
-20,490
1659
$20.4M ﹤0.01%
396,055
-11,425
1660
$20.4M ﹤0.01%
211,797
-527,115
1661
$20.4M ﹤0.01%
128,577
+510
1662
$20.3M ﹤0.01%
275,816
-39,715
1663
$20.3M ﹤0.01%
1,007,980
+143,452
1664
$20.3M ﹤0.01%
1,698,559
+328,979
1665
$20.2M ﹤0.01%
247,112
-55
1666
$20.2M ﹤0.01%
506,107
+110,403
1667
$20.2M ﹤0.01%
263,620
-353,110
1668
$20.1M ﹤0.01%
890,653
+66,886
1669
$20.1M ﹤0.01%
1,336,411
+4,510
1670
$20.1M ﹤0.01%
924,706
+12,391
1671
$20M ﹤0.01%
338,640
+126,791
1672
$19.8M ﹤0.01%
419,366
-106,819
1673
$19.8M ﹤0.01%
1,426,942
-50,124
1674
$19.7M ﹤0.01%
469,723
-36,147
1675
$19.6M ﹤0.01%
195,906
+28,478