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
2826
$3.05M ﹤0.01%
116,310
+36,028
2827
$3.05M ﹤0.01%
1,494,697
-146,156
2828
$3.05M ﹤0.01%
58,438
+10,426
2829
$3.05M ﹤0.01%
58,473
+5,124
2830
$3.03M ﹤0.01%
253,740
+176,442
2831
$3.03M ﹤0.01%
70,768
-9
2832
$3.03M ﹤0.01%
442,332
+31,792
2833
$3.03M ﹤0.01%
109,544
-753,413
2834
$3.02M ﹤0.01%
60,629
+60,618
2835
$3.02M ﹤0.01%
76,224
+9,722
2836
$3.01M ﹤0.01%
88,231
+39,033
2837
$3.01M ﹤0.01%
83,082
+7,306
2838
$3M ﹤0.01%
104,995
-21,411
2839
$2.99M ﹤0.01%
177,937
+96,341
2840
$2.99M ﹤0.01%
198,419
+190,024
2841
$2.99M ﹤0.01%
308,542
-960,347
2842
$2.98M ﹤0.01%
322,668
+128,610
2843
$2.98M ﹤0.01%
231,543
+75,143
2844
$2.98M ﹤0.01%
378,667
+107,278
2845
$2.98M ﹤0.01%
95,399
+59,360
2846
$2.97M ﹤0.01%
+144,583
2847
$2.97M ﹤0.01%
+74,618
2848
$2.97M ﹤0.01%
371,758
+342,516
2849
$2.95M ﹤0.01%
59,156
+26,867
2850
$2.94M ﹤0.01%
181,118
+79,893