JP Morgan Chase

JP Morgan Chase 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
2251
$7.88M ﹤0.01%
852,874
-108,590
2252
$7.88M ﹤0.01%
364,100
+11,094
2253
$7.85M ﹤0.01%
102,285
-3,324
2254
$7.83M ﹤0.01%
221,353
-92,301
2255
$7.82M ﹤0.01%
46,861
+15,174
2256
$7.81M ﹤0.01%
604,937
-5,301
2257
$7.79M ﹤0.01%
213,675
-32,278
2258
$7.76M ﹤0.01%
717,528
+231,271
2259
$7.75M ﹤0.01%
1,176,191
+67,464
2260
$7.74M ﹤0.01%
38,585
+1,705
2261
$7.73M ﹤0.01%
418,049
-21,636
2262
$7.72M ﹤0.01%
106,007
-86,035
2263
$7.71M ﹤0.01%
76,851
+20,166
2264
$7.7M ﹤0.01%
549,000
+530,775
2265
$7.67M ﹤0.01%
44,572
+9,703
2266
$7.67M ﹤0.01%
1,033,413
-1,437,235
2267
$7.65M ﹤0.01%
97,829
-10,677
2268
$7.63M ﹤0.01%
298,704
-49,592
2269
$7.62M ﹤0.01%
272,062
+113,685
2270
$7.62M ﹤0.01%
328,575
+59,383
2271
$7.61M ﹤0.01%
126,814
+14,784
2272
$7.61M ﹤0.01%
135,676
-1,641
2273
$7.61M ﹤0.01%
727,365
+10,144
2274
$7.6M ﹤0.01%
144,853
-51,385
2275
$7.59M ﹤0.01%
248,133
-133,713