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
2801
$2.15M ﹤0.01%
+83,583
2802
$2.15M ﹤0.01%
134,167
+489
2803
$2.15M ﹤0.01%
216,173
-6,262,125
2804
$2.15M ﹤0.01%
55,714
-8,614
2805
$2.15M ﹤0.01%
109,011
+37,976
2806
$2.14M ﹤0.01%
30,552
+23,127
2807
$2.14M ﹤0.01%
372,360
-171,600
2808
$2.13M ﹤0.01%
1,546,289
+193,796
2809
$2.13M ﹤0.01%
57,555
-14,569
2810
$2.13M ﹤0.01%
200,000
-280,000
2811
$2.13M ﹤0.01%
63,295
+334
2812
$2.12M ﹤0.01%
97,285
-64,066
2813
$2.12M ﹤0.01%
28,427
-3,453
2814
$2.11M ﹤0.01%
90,320
+3,802
2815
$2.1M ﹤0.01%
67,029
-547,485
2816
$2.09M ﹤0.01%
85,819
+17,124
2817
$2.07M ﹤0.01%
141,147
-2,073
2818
$2.07M ﹤0.01%
430,575
+90,579
2819
$2.07M ﹤0.01%
37,143
-17,089
2820
$2.07M ﹤0.01%
150,387
+10,288
2821
$2.07M ﹤0.01%
282,232
+126,311
2822
$2.06M ﹤0.01%
+200,000
2823
$2.05M ﹤0.01%
299,604
-52,395
2824
$2.05M ﹤0.01%
81,283
+39,472
2825
$2.05M ﹤0.01%
80,560
-36,292