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
2651
$4.04M ﹤0.01%
112,809
+32,961
2652
$4.03M ﹤0.01%
81,459
+32,981
2653
$4.02M ﹤0.01%
492,166
+112,125
2654
$4.01M ﹤0.01%
297,514
-154,014
2655
$4.01M ﹤0.01%
69,264
-1,144
2656
$4M ﹤0.01%
4,133,012
+3,487,583
2657
$4M ﹤0.01%
53,488
-2,232
2658
$3.99M ﹤0.01%
37,378
+530
2659
$3.98M ﹤0.01%
105,477
-8,749
2660
$3.98M ﹤0.01%
74,983
-11,188
2661
$3.96M ﹤0.01%
236,023
-45,360
2662
$3.95M ﹤0.01%
493,189
+280,607
2663
$3.94M ﹤0.01%
42,955
+3,406
2664
$3.94M ﹤0.01%
524,105
+12,494
2665
$3.94M ﹤0.01%
83,246
+51,619
2666
$3.93M ﹤0.01%
428,663
+110,368
2667
$3.91M ﹤0.01%
122,956
+11,934
2668
$3.9M ﹤0.01%
118,891
+57,821
2669
$3.9M ﹤0.01%
730,190
+729,584
2670
$3.9M ﹤0.01%
65,701
-3,732
2671
$3.9M ﹤0.01%
134,121
-8,138
2672
$3.89M ﹤0.01%
92,505
+67,312
2673
$3.89M ﹤0.01%
82,077
+54,286
2674
$3.89M ﹤0.01%
331,802
+78,547
2675
$3.87M ﹤0.01%
186,477
+151,451