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
2176
$8.74M ﹤0.01%
388,796
+89,114
2177
$8.74M ﹤0.01%
+270,969
2178
$8.73M ﹤0.01%
283,598
+13,674
2179
$8.73M ﹤0.01%
77,211
+17,648
2180
$8.69M ﹤0.01%
896,106
+23,891
2181
$8.68M ﹤0.01%
84,083
+329
2182
$8.67M ﹤0.01%
368,647
+3,896
2183
$8.67M ﹤0.01%
454,688
+44,691
2184
$8.66M ﹤0.01%
349,670
+158,960
2185
$8.64M ﹤0.01%
1,960,030
+1,677,336
2186
$8.64M ﹤0.01%
773,635
+76,456
2187
$8.62M ﹤0.01%
86,637
+21,401
2188
$8.6M ﹤0.01%
449,589
+127,689
2189
$8.6M ﹤0.01%
428,726
-25,391
2190
$8.6M ﹤0.01%
971,766
-1,447,739
2191
$8.56M ﹤0.01%
263,353
+117,950
2192
$8.55M ﹤0.01%
422,383
+205,241
2193
$8.53M ﹤0.01%
45,513
-10,793
2194
$8.48M ﹤0.01%
215,234
+27,304
2195
$8.48M ﹤0.01%
77,982
-11,686
2196
$8.42M ﹤0.01%
435,922
+144,222
2197
$8.39M ﹤0.01%
236,945
-40,927
2198
$8.39M ﹤0.01%
87,438
-26,437
2199
$8.38M ﹤0.01%
129,745
-80,118
2200
$8.38M ﹤0.01%
197,583
+113,355