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
2676
$2.72M ﹤0.01%
198,744
+81,453
2677
$2.71M ﹤0.01%
150,747
+46,076
2678
$2.71M ﹤0.01%
373,932
+40,648
2679
$2.71M ﹤0.01%
+67,304
2680
$2.71M ﹤0.01%
573,922
-297,021
2681
$2.7M ﹤0.01%
48,738
-7,539
2682
$2.7M ﹤0.01%
87,586
-4,572
2683
$2.7M ﹤0.01%
327,227
-75,189
2684
$2.69M ﹤0.01%
51,588
-4,086
2685
$2.69M ﹤0.01%
13,802
-1,813
2686
$2.69M ﹤0.01%
108,120
+98,540
2687
$2.68M ﹤0.01%
+106,079
2688
$2.68M ﹤0.01%
172,254
-184,007
2689
$2.68M ﹤0.01%
53,239
-29,597
2690
$2.68M ﹤0.01%
143,828
+27,647
2691
$2.68M ﹤0.01%
327,486
+7,508
2692
$2.67M ﹤0.01%
146,084
+136,767
2693
$2.66M ﹤0.01%
250,000
2694
$2.65M ﹤0.01%
61,763
-12,602
2695
$2.65M ﹤0.01%
460,563
-15,186
2696
$2.65M ﹤0.01%
199,207
-10,832
2697
$2.64M ﹤0.01%
33,804
-50,371
2698
$2.64M ﹤0.01%
23,542
-6,391
2699
$2.64M ﹤0.01%
298,083
+14,399
2700
$2.64M ﹤0.01%
96,002
+12,065