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
2901
$2.74M ﹤0.01%
47,674
+41,098
2902
$2.74M ﹤0.01%
15,945
+3,275
2903
$2.74M ﹤0.01%
50,684
-11,162
2904
$2.74M ﹤0.01%
1,836,868
+537,026
2905
$2.73M ﹤0.01%
249,349
+8,074
2906
$2.73M ﹤0.01%
79,822
-65,333
2907
$2.72M ﹤0.01%
134,171
-705,714
2908
$2.71M ﹤0.01%
61,783
-39,453
2909
$2.7M ﹤0.01%
618,015
+265,387
2910
$2.7M ﹤0.01%
84,230
-3,890
2911
$2.69M ﹤0.01%
103,881
+56,793
2912
$2.68M ﹤0.01%
123,283
+500
2913
$2.68M ﹤0.01%
164,001
-87,744
2914
$2.67M ﹤0.01%
52,956
-12,022
2915
$2.67M ﹤0.01%
387,144
+6,093
2916
$2.66M ﹤0.01%
374,515
+211,166
2917
$2.66M ﹤0.01%
40,737
+3,612
2918
$2.66M ﹤0.01%
388,661
-1,126,433
2919
$2.66M ﹤0.01%
16,220
+5,399
2920
$2.66M ﹤0.01%
167,830
-47,102
2921
$2.64M ﹤0.01%
367,596
+47,605
2922
$2.63M ﹤0.01%
501,154
+366,284
2923
$2.63M ﹤0.01%
771,180
-28,018
2924
$2.63M ﹤0.01%
258,298
+75,997
2925
$2.63M ﹤0.01%
386,961
-63,655