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
2026
$11.2M ﹤0.01%
151,142
+28,003
2027
$11.2M ﹤0.01%
893,172
+95,570
2028
$11.2M ﹤0.01%
140,961
-39,789
2029
$11.2M ﹤0.01%
582,974
+140,207
2030
$11.2M ﹤0.01%
578,243
+72,039
2031
$11.2M ﹤0.01%
286,308
-83,102
2032
$11.1M ﹤0.01%
255,696
-1,419
2033
$11.1M ﹤0.01%
735,974
+135,363
2034
$11.1M ﹤0.01%
+200,000
2035
$11.1M ﹤0.01%
456,349
-25,683
2036
$11M ﹤0.01%
142,790
+23,626
2037
$11M ﹤0.01%
138,957
+17,260
2038
$11M ﹤0.01%
72,392
-11,955
2039
$10.9M ﹤0.01%
942,312
-59,509
2040
$10.9M ﹤0.01%
358,065
+117,062
2041
$10.9M ﹤0.01%
61,579
+1,132
2042
$10.9M ﹤0.01%
645,233
+282,051
2043
$10.9M ﹤0.01%
345,820
-194,271
2044
$10.8M ﹤0.01%
632,442
-214,927
2045
$10.8M ﹤0.01%
340,247
+208,328
2046
$10.8M ﹤0.01%
6,761,198
+54,566
2047
$10.8M ﹤0.01%
392,616
+277,972
2048
$10.8M ﹤0.01%
606,466
+7,586
2049
$10.8M ﹤0.01%
1,297,094
+777,568
2050
$10.8M ﹤0.01%
321,114
-25,268