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
1701
$19M ﹤0.01%
1,223,807
+143,251
1702
$19M ﹤0.01%
292,225
+149,111
1703
$19M ﹤0.01%
283,260
+182
1704
$18.9M ﹤0.01%
621,657
-152,761
1705
$18.9M ﹤0.01%
130,048
-37,964
1706
$18.9M ﹤0.01%
1,038,130
-162,061
1707
$18.8M ﹤0.01%
285,090
-209,133
1708
$18.8M ﹤0.01%
849,104
-277,119
1709
$18.8M ﹤0.01%
240,319
-8,721
1710
$18.8M ﹤0.01%
178,923
-49,921
1711
$18.7M ﹤0.01%
716,673
+97,498
1712
$18.7M ﹤0.01%
209,136
+49,785
1713
$18.7M ﹤0.01%
571,958
-3,171
1714
$18.6M ﹤0.01%
195,789
-65,432
1715
$18.6M ﹤0.01%
261,570
+5,590
1716
$18.6M ﹤0.01%
350,357
-723,072
1717
$18.5M ﹤0.01%
473,508
-28,758
1718
$18.5M ﹤0.01%
1,106,806
+708,020
1719
$18.4M ﹤0.01%
299,373
+3,059
1720
$18.4M ﹤0.01%
337,070
+189,587
1721
$18.4M ﹤0.01%
160,379
+39,077
1722
$18.4M ﹤0.01%
189,301
+83,882
1723
$18.4M ﹤0.01%
340,286
-20,351
1724
$18.3M ﹤0.01%
486,572
-11,543
1725
$18.2M ﹤0.01%
270,467
+46,100