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
2051
$10.8M ﹤0.01%
37,296
-13,613
2052
$10.7M ﹤0.01%
233,575
-204,853
2053
$10.7M ﹤0.01%
286,098
+21,687
2054
$10.7M ﹤0.01%
238,367
+194,480
2055
$10.7M ﹤0.01%
61,677
-19,499
2056
$10.7M ﹤0.01%
277,204
+175,892
2057
$10.7M ﹤0.01%
217,798
+106,456
2058
$10.7M ﹤0.01%
234,083
+31,346
2059
$10.7M ﹤0.01%
188,733
-1,289,007
2060
$10.7M ﹤0.01%
244,243
+31,654
2061
$10.7M ﹤0.01%
458,467
-231,674
2062
$10.6M ﹤0.01%
169,684
-8,732
2063
$10.6M ﹤0.01%
312,002
+9,269
2064
$10.6M ﹤0.01%
1,301,181
+119,078
2065
$10.6M ﹤0.01%
1,153,354
+698,025
2066
$10.6M ﹤0.01%
1,144,326
+350,294
2067
$10.6M ﹤0.01%
245,471
-15,371
2068
$10.5M ﹤0.01%
372,079
-85,431
2069
$10.5M ﹤0.01%
100,023
-35,024
2070
$10.5M ﹤0.01%
399,571
+191,179
2071
$10.5M ﹤0.01%
175,330
+24,902
2072
$10.5M ﹤0.01%
748,558
-36,737
2073
$10.5M ﹤0.01%
407,801
+27,023
2074
$10.4M ﹤0.01%
391,053
+8,890
2075
$10.4M ﹤0.01%
+199,596