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
2676
$3.86M ﹤0.01%
66,427
-13,774
2677
$3.86M ﹤0.01%
235,409
-704,982
2678
$3.85M ﹤0.01%
66,746
+10,307
2679
$3.84M ﹤0.01%
37,819
+15,681
2680
$3.83M ﹤0.01%
222,177
+28,909
2681
$3.82M ﹤0.01%
138,189
-586
2682
$3.82M ﹤0.01%
2,062,753
+71,921
2683
$3.82M ﹤0.01%
917,173
-34,391
2684
$3.81M ﹤0.01%
79,512
+12,422
2685
$3.81M ﹤0.01%
78,834
-1,349
2686
$3.81M ﹤0.01%
480,157
-587,197
2687
$3.81M ﹤0.01%
253,175
+65,325
2688
$3.79M ﹤0.01%
150,535
+8,145
2689
$3.77M ﹤0.01%
50,548
+27,739
2690
$3.77M ﹤0.01%
34,522
+6,835
2691
$3.77M ﹤0.01%
57,933
+1,100
2692
$3.77M ﹤0.01%
+45,275
2693
$3.75M ﹤0.01%
155,801
+15,714
2694
$3.75M ﹤0.01%
66,154
-5,024
2695
$3.74M ﹤0.01%
31,260
+20,328
2696
$3.74M ﹤0.01%
81,834
+32,216
2697
$3.73M ﹤0.01%
79,415
-15,355
2698
$3.73M ﹤0.01%
224,528
+71,806
2699
$3.73M ﹤0.01%
92,185
+12,156
2700
$3.71M ﹤0.01%
199,804
+108,774