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
2951
$1.66M ﹤0.01%
72,411
+2,823
2952
$1.65M ﹤0.01%
93,217
+16,597
2953
$1.65M ﹤0.01%
338,351
-168,078
2954
$1.65M ﹤0.01%
302,124
-9,072
2955
$1.64M ﹤0.01%
67,158
+5,975
2956
$1.64M ﹤0.01%
+36,425
2957
$1.64M ﹤0.01%
17,389
+6,860
2958
$1.64M ﹤0.01%
386,649
-119,118
2959
$1.63M ﹤0.01%
1,792,318
-3,173,045
2960
$1.63M ﹤0.01%
76,054
-5,568
2961
$1.63M ﹤0.01%
43,373
+938
2962
$1.62M ﹤0.01%
30,392
+3,944
2963
$1.62M ﹤0.01%
67,412
-7,596
2964
$1.62M ﹤0.01%
54,430
+10,756
2965
$1.62M ﹤0.01%
53,036
+46,564
2966
$1.61M ﹤0.01%
64,949
-656
2967
$1.61M ﹤0.01%
60,888
-18,316
2968
$1.6M ﹤0.01%
133,812
+1,563
2969
$1.6M ﹤0.01%
+37,125
2970
$1.6M ﹤0.01%
102,407
-3,153
2971
$1.6M ﹤0.01%
49,650
+24,443
2972
$1.6M ﹤0.01%
+89,836
2973
$1.6M ﹤0.01%
681,055
-73,440
2974
$1.6M ﹤0.01%
9,910
-2,254
2975
$1.6M ﹤0.01%
51,761
-9,337