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
1926
$13.3M ﹤0.01%
203,978
+1,854
1927
$13.2M ﹤0.01%
111,557
+63,346
1928
$13.2M ﹤0.01%
2,326,509
+38,572
1929
$13.2M ﹤0.01%
243,295
+28,453
1930
$13.2M ﹤0.01%
241,784
-42,000
1931
$13.2M ﹤0.01%
62,209
-21,123
1932
$13.2M ﹤0.01%
137,781
+8,243
1933
$13.2M ﹤0.01%
413,116
-80,734
1934
$13.1M ﹤0.01%
258,010
+8,914
1935
$13.1M ﹤0.01%
219,334
+206,449
1936
$13.1M ﹤0.01%
414,969
+97,548
1937
$13.1M ﹤0.01%
101,075
-30,604
1938
$13.1M ﹤0.01%
352,498
-148,362
1939
$13M ﹤0.01%
634,898
+87,628
1940
$13M ﹤0.01%
1,715,933
+932,135
1941
$13M ﹤0.01%
118,684
-14,706
1942
$13M ﹤0.01%
388,351
-66,010
1943
$12.9M ﹤0.01%
582,180
+16,720
1944
$12.9M ﹤0.01%
286,879
-65,141
1945
$12.9M ﹤0.01%
437,998
+88,900
1946
$12.9M ﹤0.01%
333,737
-55,065
1947
$12.9M ﹤0.01%
251,755
-858,461
1948
$12.9M ﹤0.01%
180,785
-13,329
1949
$12.9M ﹤0.01%
385,154
+170,287
1950
$12.8M ﹤0.01%
1,966,793
-10,743,098