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
2101
$10M ﹤0.01%
478,349
+177,947
2102
$10M ﹤0.01%
287,598
-93,961
2103
$9.98M ﹤0.01%
403,063
-70,836
2104
$9.97M ﹤0.01%
1,704,785
+303,628
2105
$9.96M ﹤0.01%
200,000
2106
$9.94M ﹤0.01%
817,860
-1,355,139
2107
$9.93M ﹤0.01%
290,501
-131,866
2108
$9.92M ﹤0.01%
76,923
-3,020
2109
$9.87M ﹤0.01%
205,765
+8,357
2110
$9.87M ﹤0.01%
392,337
+301,684
2111
$9.87M ﹤0.01%
828,795
-3,666
2112
$9.82M ﹤0.01%
128,295
+65,845
2113
$9.77M ﹤0.01%
44,410
+12,377
2114
$9.76M ﹤0.01%
1,418,716
+665,452
2115
$9.76M ﹤0.01%
425,830
+190,052
2116
$9.71M ﹤0.01%
92,144
+4,363
2117
$9.71M ﹤0.01%
1,126,596
+387,876
2118
$9.7M ﹤0.01%
329,753
-66,399
2119
$9.65M ﹤0.01%
832,598
+427,576
2120
$9.65M ﹤0.01%
200,000
2121
$9.64M ﹤0.01%
72,270
+34,514
2122
$9.58M ﹤0.01%
17,670
+11,376
2123
$9.57M ﹤0.01%
273,557
+55,285
2124
$9.56M ﹤0.01%
477,829
-117,946
2125
$9.53M ﹤0.01%
189,245
-288,220