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
2751
$3.43M ﹤0.01%
188,384
+14,641
2752
$3.43M ﹤0.01%
90,957
-2,085
2753
$3.42M ﹤0.01%
34,394
-67,656
2754
$3.42M ﹤0.01%
181,761
+136,330
2755
$3.42M ﹤0.01%
342,104
-318,090
2756
$3.42M ﹤0.01%
315,983
-29,790
2757
$3.41M ﹤0.01%
2,069,117
+19,588
2758
$3.41M ﹤0.01%
299,066
-22,694
2759
$3.41M ﹤0.01%
1,301,615
-370,107
2760
$3.41M ﹤0.01%
288,219
+205,705
2761
$3.4M ﹤0.01%
67,250
-296,923
2762
$3.38M ﹤0.01%
856,835
-123,537
2763
$3.37M ﹤0.01%
282,475
+151,590
2764
$3.35M ﹤0.01%
89,704
+45,574
2765
$3.35M ﹤0.01%
78,714
+39,147
2766
$3.35M ﹤0.01%
199,986
-95,979
2767
$3.34M ﹤0.01%
196,822
+60,930
2768
$3.34M ﹤0.01%
8,722
+2,333
2769
$3.33M ﹤0.01%
138,125
-106,397
2770
$3.32M ﹤0.01%
41,864
-4,580
2771
$3.32M ﹤0.01%
598,537
-9,903
2772
$3.31M ﹤0.01%
85,815
+559
2773
$3.3M ﹤0.01%
284,309
+3,355
2774
$3.29M ﹤0.01%
80,893
+7,797
2775
$3.29M ﹤0.01%
515,170
+56,621