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
2601
$3.04M ﹤0.01%
69,879
+30,805
2602
$3.04M ﹤0.01%
112,770
+2,209
2603
$3.04M ﹤0.01%
+156,837
2604
$3.03M ﹤0.01%
338,174
+302,562
2605
$3.03M ﹤0.01%
1,892,338
-502,683
2606
$3.02M ﹤0.01%
222,866
+17,512
2607
$3.01M ﹤0.01%
44,894
+41,258
2608
$3M ﹤0.01%
108,218
+25,452
2609
$3M ﹤0.01%
250,000
2610
$3M ﹤0.01%
38,425
-635
2611
$2.99M ﹤0.01%
293,954
+5,329
2612
$2.99M ﹤0.01%
314,397
+63,816
2613
$2.99M ﹤0.01%
158,194
+83,625
2614
$2.99M ﹤0.01%
33,084
-204
2615
$2.99M ﹤0.01%
100,075
+34,064
2616
$2.99M ﹤0.01%
42,740
-824
2617
$2.98M ﹤0.01%
99,597
-38,693
2618
$2.97M ﹤0.01%
54,724
-275
2619
$2.97M ﹤0.01%
93,798
-41,057
2620
$2.97M ﹤0.01%
64,968
+23,866
2621
$2.97M ﹤0.01%
533,502
-33,803
2622
$2.96M ﹤0.01%
105,116
+8,475
2623
$2.96M ﹤0.01%
+286,888
2624
$2.95M ﹤0.01%
196,671
-27,462
2625
$2.95M ﹤0.01%
90,057
-1,983