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
1676
$19.6M ﹤0.01%
483,153
+156
1677
$19.6M ﹤0.01%
272,255
+8,533
1678
$19.6M ﹤0.01%
927,397
+751,617
1679
$19.5M ﹤0.01%
60,655
-6,164
1680
$19.5M ﹤0.01%
289,730
+44,506
1681
$19.4M ﹤0.01%
227,900
-140,769
1682
$19.4M ﹤0.01%
302,131
-72,982
1683
$19.4M ﹤0.01%
682,594
+142,072
1684
$19.4M ﹤0.01%
259,532
+87,583
1685
$19.3M ﹤0.01%
824,008
-203,763
1686
$19.3M ﹤0.01%
205,920
-48,713
1687
$19.3M ﹤0.01%
528,740
+161,248
1688
$19.3M ﹤0.01%
753,094
+407,034
1689
$19.3M ﹤0.01%
1,097,568
+8,097
1690
$19.3M ﹤0.01%
212,717
-24,126
1691
$19.1M ﹤0.01%
121,182
-30,800
1692
$19.1M ﹤0.01%
398,821
-80,165
1693
$19.1M ﹤0.01%
438,855
-7,778
1694
$19.1M ﹤0.01%
225,634
+7,097
1695
$19.1M ﹤0.01%
228,239
+56,149
1696
$19.1M ﹤0.01%
451,620
-28,009
1697
$19.1M ﹤0.01%
212,110
+27,534
1698
$19M ﹤0.01%
446,455
+25,817
1699
$19M ﹤0.01%
340,793
+29,869
1700
$19M ﹤0.01%
326,132
+8,848