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
1776
$16.8M ﹤0.01%
433,384
+96,740
1777
$16.8M ﹤0.01%
328,207
-16,751
1778
$16.7M ﹤0.01%
624,381
+7,797
1779
$16.7M ﹤0.01%
862,314
+727,242
1780
$16.6M ﹤0.01%
354,242
+25,173
1781
$16.6M ﹤0.01%
287,834
+248,230
1782
$16.6M ﹤0.01%
631,372
+122,809
1783
$16.6M ﹤0.01%
214,259
+64,356
1784
$16.6M ﹤0.01%
467,877
-1,666,081
1785
$16.5M ﹤0.01%
431,892
-124,568
1786
$16.5M ﹤0.01%
103,724
+11,945
1787
$16.5M ﹤0.01%
191,188
+63,283
1788
$16.5M ﹤0.01%
802,016
-82,468
1789
$16.4M ﹤0.01%
512,004
+509,054
1790
$16.3M ﹤0.01%
579,285
+13,808
1791
$16.2M ﹤0.01%
565,793
+61,771
1792
$16.2M ﹤0.01%
446,028
-51,418
1793
$16.2M ﹤0.01%
365,655
+13,495
1794
$16.2M ﹤0.01%
154,305
+31,937
1795
$16.1M ﹤0.01%
362,798
-28,234
1796
$16.1M ﹤0.01%
3,447,074
+2,836,176
1797
$16.1M ﹤0.01%
2,410,824
-11,693
1798
$16.1M ﹤0.01%
1,260,009
-460,090
1799
$16M ﹤0.01%
344,896
+25,055
1800
$16M ﹤0.01%
252,511
+133,280