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
2651
$2.81M ﹤0.01%
42,027
+33,656
2652
$2.81M ﹤0.01%
24,811
-338,402
2653
$2.81M ﹤0.01%
58,018
-29,200
2654
$2.81M ﹤0.01%
99,512
-34,829
2655
$2.79M ﹤0.01%
41,839
-8,829
2656
$2.79M ﹤0.01%
54,525
-8,063
2657
$2.79M ﹤0.01%
90,838
-38,592
2658
$2.78M ﹤0.01%
74,425
+42,759
2659
$2.78M ﹤0.01%
44,122
+9,307
2660
$2.78M ﹤0.01%
209,740
+86,450
2661
$2.78M ﹤0.01%
42,142
-3,474
2662
$2.78M ﹤0.01%
61,126
-10,262
2663
$2.77M ﹤0.01%
40,631
-4,600
2664
$2.76M ﹤0.01%
276,471
-20,768
2665
$2.75M ﹤0.01%
36,564
-5,753
2666
$2.75M ﹤0.01%
91,232
+13,982
2667
$2.75M ﹤0.01%
150,968
+61,611
2668
$2.75M ﹤0.01%
41,440
+6,293
2669
$2.74M ﹤0.01%
400,321
-26,638
2670
$2.74M ﹤0.01%
248,555
-158,749
2671
$2.74M ﹤0.01%
36,420
-40,988
2672
$2.74M ﹤0.01%
572,378
-19,804
2673
$2.73M ﹤0.01%
89,160
+632
2674
$2.73M ﹤0.01%
42,924
-20,590
2675
$2.72M ﹤0.01%
287,030
+22,344