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
$857B
AUM Growth
-$16.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,847
New
Increased
Reduced
Closed

Top Buys

1 +$3.57B
2 +$2.84B
3 +$2.47B
4
MA icon
Mastercard
MA
+$1.44B
5
META icon
Meta Platforms (Facebook)
META
+$1.31B

Top Sells

1 +$4.44B
2 +$3.14B
3 +$1.87B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.84B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57B

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$3.18M ﹤0.01%
229,979
+26,637
2577
$3.18M ﹤0.01%
1,107,583
+27,524
2578
$3.18M ﹤0.01%
72,509
-48,301
2579
$3.17M ﹤0.01%
63,028
+15,378
2580
$3.17M ﹤0.01%
212,588
-237,186
2581
$3.17M ﹤0.01%
79,923
-9,112
2582
$3.15M ﹤0.01%
82,758
-213,910
2583
$3.15M ﹤0.01%
99,776
+61,311
2584
$3.15M ﹤0.01%
327,335
+70,325
2585
$3.15M ﹤0.01%
84,563
+16,095
2586
$3.14M ﹤0.01%
42,321
-1,020
2587
$3.13M ﹤0.01%
56,845
-22,756
2588
$3.12M ﹤0.01%
90,162
-17,505
2589
$3.11M ﹤0.01%
44,405
+43,967
2590
$3.11M ﹤0.01%
96,009
-13,255
2591
$3.11M ﹤0.01%
361,132
-4,076
2592
$3.1M ﹤0.01%
148,160
+94,085
2593
$3.1M ﹤0.01%
159,794
+56,607
2594
$3.1M ﹤0.01%
146,646
+3,367
2595
$3.07M ﹤0.01%
2,815,034
-116,135
2596
$3.07M ﹤0.01%
74,835
-7,836
2597
$3.06M ﹤0.01%
141,961
-540
2598
$3.05M ﹤0.01%
68,060
-8,955
2599
$3.05M ﹤0.01%
54,420
+48
2600
$3.05M ﹤0.01%
226,738
+50,105