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
2626
$4.21M ﹤0.01%
12,036
-2,021
2627
$4.19M ﹤0.01%
850,661
-1,747,642
2628
$4.19M ﹤0.01%
182,116
+181,985
2629
$4.18M ﹤0.01%
41,195
+4,274
2630
$4.18M ﹤0.01%
200,191
+1,440
2631
$4.17M ﹤0.01%
225,769
+198,288
2632
$4.16M ﹤0.01%
46,648
-10,454
2633
$4.16M ﹤0.01%
249,147
+62,914
2634
$4.16M ﹤0.01%
+200,000
2635
$4.16M ﹤0.01%
167,856
-26,984
2636
$4.14M ﹤0.01%
875,723
+15,250
2637
$4.14M ﹤0.01%
77,927
-40,708
2638
$4.12M ﹤0.01%
205,955
-33,633
2639
$4.12M ﹤0.01%
42,901
+6,272
2640
$4.11M ﹤0.01%
66,416
+14,440
2641
$4.11M ﹤0.01%
139,890
+67,449
2642
$4.09M ﹤0.01%
92,582
+37,469
2643
$4.09M ﹤0.01%
326,778
-90,083
2644
$4.09M ﹤0.01%
763,875
-680,013
2645
$4.09M ﹤0.01%
598,028
+372,693
2646
$4.09M ﹤0.01%
221,109
+17,452
2647
$4.08M ﹤0.01%
54,652
+18,141
2648
$4.07M ﹤0.01%
133,518
+59,718
2649
$4.05M ﹤0.01%
35,318
+394
2650
$4.04M ﹤0.01%
147,502
+8,393