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
151
$1.77B 0.13%
27,557,480
+599,600
152
$1.76B 0.13%
9,548,175
-316,230
153
$1.76B 0.13%
5,824,117
+2,445
154
$1.75B 0.13%
22,255,805
+3,984,419
155
$1.73B 0.13%
126,878,139
+21,866,582
156
$1.72B 0.13%
20,604,151
-3,605,039
157
$1.72B 0.13%
6,183,076
-4,019,993
158
$1.72B 0.13%
12,555,867
+10,892,846
159
$1.72B 0.13%
4,960,703
+2,364,966
160
$1.71B 0.13%
18,109,647
-126,209
161
$1.69B 0.13%
8,183,917
+136,961
162
$1.66B 0.13%
6,636,797
+311,606
163
$1.65B 0.13%
28,620,242
+1,222,688
164
$1.65B 0.13%
5,287,311
+120,578
165
$1.64B 0.13%
19,941,801
-1,196,746
166
$1.63B 0.12%
12,732,586
-93,002
167
$1.63B 0.12%
8,580,333
-435,624
168
$1.62B 0.12%
4,395,085
+172,244
169
$1.62B 0.12%
4,440,347
+1,463,302
170
$1.61B 0.12%
6,979,562
-246,147
171
$1.58B 0.12%
51,081,088
+8,416,240
172
$1.56B 0.12%
17,483,668
-7,044,359
173
$1.51B 0.11%
28,391,648
+3,574,787
174
$1.5B 0.11%
2,822,195
+68,498
175
$1.48B 0.11%
13,984,198
+2,378,966