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
1801
$16M ﹤0.01%
195,125
+19,935
1802
$15.9M ﹤0.01%
+262,147
1803
$15.8M ﹤0.01%
516,115
-301,410
1804
$15.8M ﹤0.01%
80,320
+31,864
1805
$15.8M ﹤0.01%
169,352
+2,348
1806
$15.8M ﹤0.01%
363,506
+116,256
1807
$15.8M ﹤0.01%
365,286
+19,966
1808
$15.8M ﹤0.01%
218,839
+28,895
1809
$15.8M ﹤0.01%
190,781
-10,695
1810
$15.8M ﹤0.01%
2,143,791
+1,776,690
1811
$15.8M ﹤0.01%
682,752
-43,313
1812
$15.7M ﹤0.01%
384,324
+123,961
1813
$15.7M ﹤0.01%
552,774
+35,428
1814
$15.7M ﹤0.01%
639,238
-50,827
1815
$15.7M ﹤0.01%
192,582
+15,888
1816
$15.6M ﹤0.01%
85,834
-4,345
1817
$15.6M ﹤0.01%
584,529
+72,579
1818
$15.6M ﹤0.01%
383,082
-38,558
1819
$15.6M ﹤0.01%
959,033
+319,164
1820
$15.6M ﹤0.01%
836,145
+349,339
1821
$15.5M ﹤0.01%
308,912
-17,858
1822
$15.5M ﹤0.01%
566,130
-7,591
1823
$15.5M ﹤0.01%
1,534,770
+478,560
1824
$15.5M ﹤0.01%
559,572
-39,012
1825
$15.5M ﹤0.01%
480,557
+15,346