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
1726
$18.1M ﹤0.01%
54,136
-4,840
1727
$18.1M ﹤0.01%
377,080
+91,069
1728
$18.1M ﹤0.01%
1,536,660
+184,361
1729
$18.1M ﹤0.01%
697,025
+168,625
1730
$18M ﹤0.01%
593,330
+129,613
1731
$18M ﹤0.01%
170,301
-54,173
1732
$18M ﹤0.01%
359,671
-6,962
1733
$18M ﹤0.01%
79,120
+2,860
1734
$17.9M ﹤0.01%
129,733
+8,976
1735
$17.9M ﹤0.01%
436,810
+62,619
1736
$17.9M ﹤0.01%
989,613
+224,647
1737
$17.9M ﹤0.01%
1,615,985
+98,850
1738
$17.9M ﹤0.01%
813,175
+78,609
1739
$17.9M ﹤0.01%
247,814
-61,466
1740
$17.8M ﹤0.01%
720,039
-85,069
1741
$17.8M ﹤0.01%
933,926
+625,087
1742
$17.8M ﹤0.01%
72,317
-1,584
1743
$17.8M ﹤0.01%
567,609
+89,444
1744
$17.8M ﹤0.01%
1,580,679
+1,210,817
1745
$17.8M ﹤0.01%
2,002,511
+1,181,959
1746
$17.8M ﹤0.01%
1,892,932
-1,545,300
1747
$17.8M ﹤0.01%
774,096
+254,339
1748
$17.7M ﹤0.01%
281,658
+32,095
1749
$17.7M ﹤0.01%
363,026
+7,078
1750
$17.6M ﹤0.01%
1,038,603
-145,448