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
3026
$1.47M ﹤0.01%
+135,000
3027
$1.47M ﹤0.01%
+64,831
3028
$1.47M ﹤0.01%
97,445
-8,429
3029
$1.47M ﹤0.01%
113,647
-44,340
3030
$1.46M ﹤0.01%
41,393
+1,120
3031
$1.46M ﹤0.01%
38,705
-14,564
3032
$1.46M ﹤0.01%
60,606
-6,041
3033
$1.45M ﹤0.01%
154,990
-78,529
3034
$1.44M ﹤0.01%
63,781
+4,441
3035
$1.44M ﹤0.01%
139,214
-1,239,473
3036
$1.44M ﹤0.01%
+137,850
3037
$1.44M ﹤0.01%
54,196
-6,801
3038
$1.43M ﹤0.01%
5,852,099
3039
$1.43M ﹤0.01%
9,767
+927
3040
$1.43M ﹤0.01%
130,416
-214,404
3041
$1.42M ﹤0.01%
283,135
-98,480
3042
$1.42M ﹤0.01%
167,676
-12,060
3043
$1.42M ﹤0.01%
52,565
-1,487
3044
$1.42M ﹤0.01%
206,885
-110,197
3045
$1.42M ﹤0.01%
81,846
+8,649
3046
$1.42M ﹤0.01%
99,760
-10,501
3047
$1.42M ﹤0.01%
36,796
+1,244
3048
$1.41M ﹤0.01%
60,907
-226,871
3049
$1.41M ﹤0.01%
557,412
-1,376,627
3050
$1.41M ﹤0.01%
78,319
-1,481