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
2076
$10.4M ﹤0.01%
198,107
-7,345
2077
$10.4M ﹤0.01%
452,117
-117,209
2078
$10.4M ﹤0.01%
368,610
-2,903,244
2079
$10.4M ﹤0.01%
300,587
+89,126
2080
$10.3M ﹤0.01%
315,902
-382,428
2081
$10.3M ﹤0.01%
129,372
-32,831
2082
$10.3M ﹤0.01%
515,614
-55,112
2083
$10.3M ﹤0.01%
556,552
-23,186
2084
$10.3M ﹤0.01%
188,348
-14,548
2085
$10.2M ﹤0.01%
146,538
-3,472
2086
$10.2M ﹤0.01%
69,165
-17,047
2087
$10.2M ﹤0.01%
187,400
2088
$10.2M ﹤0.01%
611,380
+31,259
2089
$10.2M ﹤0.01%
205,000
-225,000
2090
$10.1M ﹤0.01%
225,323
+57,051
2091
$10.1M ﹤0.01%
829,200
+814,357
2092
$10.1M ﹤0.01%
548,054
-3,612,828
2093
$10.1M ﹤0.01%
677,572
+188,491
2094
$10.1M ﹤0.01%
557,303
+315,435
2095
$10.1M ﹤0.01%
1,706,182
+19,810
2096
$10.1M ﹤0.01%
230,332
+22,287
2097
$10.1M ﹤0.01%
224,428
-276,696
2098
$10.1M ﹤0.01%
359,510
-46,577
2099
$10.1M ﹤0.01%
177,282
-14,775
2100
$10M ﹤0.01%
1,031,541
+872,456