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
2526
$5.14M ﹤0.01%
107,231
+16,473
2527
$5.13M ﹤0.01%
190,673
+72,402
2528
$5.09M ﹤0.01%
101,549
-29,740
2529
$5.09M ﹤0.01%
93,626
+9,417
2530
$5.08M ﹤0.01%
491,650
+259,606
2531
$5.06M ﹤0.01%
120,748
-44,784
2532
$5.06M ﹤0.01%
154,988
+67,957
2533
$5.04M ﹤0.01%
+199,900
2534
$5.03M ﹤0.01%
184,060
+47,773
2535
$5.02M ﹤0.01%
220,226
-1,133,102
2536
$5.02M ﹤0.01%
453,911
+85,725
2537
$5.01M ﹤0.01%
160,000
-15,000
2538
$5.01M ﹤0.01%
124,102
-270,798
2539
$5M ﹤0.01%
+199,973
2540
$4.98M ﹤0.01%
309,018
+2,688
2541
$4.98M ﹤0.01%
390,100
+190,626
2542
$4.96M ﹤0.01%
300,168
-188,138
2543
$4.95M ﹤0.01%
176,000
-621,430
2544
$4.95M ﹤0.01%
127,570
+40,306
2545
$4.94M ﹤0.01%
158,792
+130,205
2546
$4.94M ﹤0.01%
442,365
+113,935
2547
$4.94M ﹤0.01%
3,086,251
+3,020,092
2548
$4.94M ﹤0.01%
125,696
+12,681
2549
$4.92M ﹤0.01%
545,446
+153,745
2550
$4.9M ﹤0.01%
+290,024