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
2976
$2.45M ﹤0.01%
129,264
+23,447
2977
$2.45M ﹤0.01%
75,713
-261,437
2978
$2.45M ﹤0.01%
135,431
+1,074
2979
$2.45M ﹤0.01%
26,267
+328
2980
$2.45M ﹤0.01%
41,072
-518
2981
$2.44M ﹤0.01%
727,181
+257,009
2982
$2.44M ﹤0.01%
220,133
-129,586
2983
$2.43M ﹤0.01%
66,560
+9,156
2984
$2.43M ﹤0.01%
514,767
-17,665
2985
$2.43M ﹤0.01%
101,571
-59,232
2986
$2.42M ﹤0.01%
310,917
+265,596
2987
$2.41M ﹤0.01%
305,245
+83,707
2988
$2.41M ﹤0.01%
173,026
-13,199
2989
$2.4M ﹤0.01%
228,121
+156,341
2990
$2.4M ﹤0.01%
163,618
+120,005
2991
$2.39M ﹤0.01%
94,267
+9,512
2992
$2.39M ﹤0.01%
30,387
+2,793
2993
$2.38M ﹤0.01%
432,893
+7,582
2994
$2.38M ﹤0.01%
363,815
+236,398
2995
$2.37M ﹤0.01%
+123,503
2996
$2.37M ﹤0.01%
37,447
+1,089
2997
$2.36M ﹤0.01%
519,674
-347,016
2998
$2.36M ﹤0.01%
60,850
+36,954
2999
$2.35M ﹤0.01%
139,502
+10,962
3000
$2.35M ﹤0.01%
235,393
+210,753