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
2801
$3.16M ﹤0.01%
149,649
-13,636
2802
$3.16M ﹤0.01%
67,831
+21,376
2803
$3.14M ﹤0.01%
48,693
+41,247
2804
$3.14M ﹤0.01%
32,818
+17,314
2805
$3.14M ﹤0.01%
76,586
+34,699
2806
$3.13M ﹤0.01%
66,775
+4,918
2807
$3.13M ﹤0.01%
38,978
-38,900
2808
$3.13M ﹤0.01%
59,300
+14,812
2809
$3.12M ﹤0.01%
230,783
-96,278
2810
$3.12M ﹤0.01%
+127,652
2811
$3.12M ﹤0.01%
57,870
+24,176
2812
$3.11M ﹤0.01%
53,231
+21,650
2813
$3.11M ﹤0.01%
489,401
+71,064
2814
$3.11M ﹤0.01%
128,689
+27,936
2815
$3.11M ﹤0.01%
599,994
-3,062
2816
$3.11M ﹤0.01%
33,606
+22,278
2817
$3.1M ﹤0.01%
41,277
+14,663
2818
$3.1M ﹤0.01%
192,216
+120,975
2819
$3.09M ﹤0.01%
41,741
-5,168
2820
$3.09M ﹤0.01%
155,194
-24,844
2821
$3.09M ﹤0.01%
73,601
+57,304
2822
$3.08M ﹤0.01%
87,396
+38,876
2823
$3.08M ﹤0.01%
375,667
-16,382
2824
$3.06M ﹤0.01%
147,833
-2,167
2825
$3.06M ﹤0.01%
222,475
+153,316