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
2776
$2.28M ﹤0.01%
159,618
+26,506
2777
$2.28M ﹤0.01%
170,125
-150,145
2778
$2.27M ﹤0.01%
45,999
-1,598
2779
$2.27M ﹤0.01%
22,720
+16,891
2780
$2.27M ﹤0.01%
118,106
-10,799
2781
$2.26M ﹤0.01%
47,260
+39,116
2782
$2.25M ﹤0.01%
97,235
+5,317
2783
$2.24M ﹤0.01%
54,507
-1,159
2784
$2.24M ﹤0.01%
77,706
+3,436
2785
$2.24M ﹤0.01%
132,176
+6,300
2786
$2.24M ﹤0.01%
690,703
-50,164
2787
$2.24M ﹤0.01%
64,562
+3,573
2788
$2.24M ﹤0.01%
75,273
+9,399
2789
$2.24M ﹤0.01%
58,287
+6,094
2790
$2.22M ﹤0.01%
117,565
-1,070
2791
$2.22M ﹤0.01%
177,961
-138,157
2792
$2.21M ﹤0.01%
313,358
-166,306
2793
$2.2M ﹤0.01%
197,134
+14,176
2794
$2.19M ﹤0.01%
86,437
-1,982
2795
$2.19M ﹤0.01%
192,530
+20,876
2796
$2.19M ﹤0.01%
12,157
-3,145
2797
$2.18M ﹤0.01%
509,994
-32,477
2798
$2.17M ﹤0.01%
33,553
-11,328
2799
$2.16M ﹤0.01%
301,534
+190,330
2800
$2.16M ﹤0.01%
206,759
+62,231