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
1951
$12.8M ﹤0.01%
388,693
-133,506
1952
$12.7M ﹤0.01%
431,498
+26,139
1953
$12.7M ﹤0.01%
353,694
-58,587
1954
$12.7M ﹤0.01%
193,366
+30,251
1955
$12.7M ﹤0.01%
2,728,823
+1,072,298
1956
$12.7M ﹤0.01%
795,356
-333,199
1957
$12.7M ﹤0.01%
273,453
+15,059
1958
$12.7M ﹤0.01%
285,963
-120,122
1959
$12.6M ﹤0.01%
180,038
+22,560
1960
$12.6M ﹤0.01%
149,896
-8,717
1961
$12.6M ﹤0.01%
193,950
+15,176
1962
$12.5M ﹤0.01%
482,287
+39,900
1963
$12.5M ﹤0.01%
+160,021
1964
$12.5M ﹤0.01%
99,452
-2,581
1965
$12.5M ﹤0.01%
246,157
+52,434
1966
$12.5M ﹤0.01%
610,821
+602,840
1967
$12.5M ﹤0.01%
114,339
+59,001
1968
$12.4M ﹤0.01%
154,723
-2,096
1969
$12.4M ﹤0.01%
58,631
+4,308
1970
$12.4M ﹤0.01%
2,517,829
+443,777
1971
$12.4M ﹤0.01%
352,401
+1,587
1972
$12.4M ﹤0.01%
201,756
+102,339
1973
$12.3M ﹤0.01%
841,230
+46,721
1974
$12.3M ﹤0.01%
92,861
+15,092
1975
$12.3M ﹤0.01%
240,168
-140,564