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
1901
$13.8M ﹤0.01%
418,722
+124,266
1902
$13.8M ﹤0.01%
1,864,038
+1,248,465
1903
$13.8M ﹤0.01%
76,555
+9,710
1904
$13.8M ﹤0.01%
177,676
-133,866
1905
$13.8M ﹤0.01%
841,335
-745,980
1906
$13.8M ﹤0.01%
1,081,225
+23,852
1907
$13.7M ﹤0.01%
873,248
+869,482
1908
$13.7M ﹤0.01%
358,860
-20,637
1909
$13.7M ﹤0.01%
344,109
+12,432
1910
$13.6M ﹤0.01%
193,242
+39,380
1911
$13.6M ﹤0.01%
129,204
+32,636
1912
$13.6M ﹤0.01%
337,880
+80,424
1913
$13.5M ﹤0.01%
935,739
+288,607
1914
$13.5M ﹤0.01%
1,494,390
+439,831
1915
$13.5M ﹤0.01%
406,776
+62,541
1916
$13.4M ﹤0.01%
336,032
-12,608
1917
$13.4M ﹤0.01%
538,929
-19,100
1918
$13.4M ﹤0.01%
621,613
-9,866
1919
$13.3M ﹤0.01%
649,054
-20,051
1920
$13.3M ﹤0.01%
1,947,016
+450,329
1921
$13.3M ﹤0.01%
1,427,607
-106,429
1922
$13.3M ﹤0.01%
328,550
-61,183
1923
$13.3M ﹤0.01%
1,122,391
-351,670
1924
$13.3M ﹤0.01%
316,428
+206,411
1925
$13.3M ﹤0.01%
150,669
+21,325