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
1826
$15.4M ﹤0.01%
928,983
-353,641
1827
$15.4M ﹤0.01%
319,277
+42,508
1828
$15.4M ﹤0.01%
526,876
+401,943
1829
$15.4M ﹤0.01%
35,887
+12,780
1830
$15.3M ﹤0.01%
653,065
+49,367
1831
$15.3M ﹤0.01%
1,579,320
+249,721
1832
$15.3M ﹤0.01%
669,263
+18,470
1833
$15.3M ﹤0.01%
325,635
-79,637
1834
$15.3M ﹤0.01%
802,169
-271,585
1835
$15.3M ﹤0.01%
262,473
+35,715
1836
$15.3M ﹤0.01%
475,014
+26,349
1837
$15.2M ﹤0.01%
157,161
+30,816
1838
$15.2M ﹤0.01%
212,130
-111,742
1839
$15.2M ﹤0.01%
261,192
-85,771
1840
$15.2M ﹤0.01%
763,380
-383,633
1841
$15.2M ﹤0.01%
219,884
-15,857
1842
$15.2M ﹤0.01%
370,815
-900,251
1843
$15.1M ﹤0.01%
123,481
-7,436
1844
$15.1M ﹤0.01%
133,341
+84,613
1845
$15.1M ﹤0.01%
1,258,842
+15,988
1846
$15.1M ﹤0.01%
147,336
+5,620
1847
$15M ﹤0.01%
462,837
+172,286
1848
$15M ﹤0.01%
70,778
+18,122
1849
$15M ﹤0.01%
322,677
-121,863
1850
$15M ﹤0.01%
325,236
-38,765