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
3026
$2.26M ﹤0.01%
495,595
-1,703
3027
$2.25M ﹤0.01%
54,569
+3,937
3028
$2.25M ﹤0.01%
36,963
+13,679
3029
$2.25M ﹤0.01%
805,213
+15,250
3030
$2.25M ﹤0.01%
21,473
-15,365
3031
$2.24M ﹤0.01%
57,986
+28,479
3032
$2.24M ﹤0.01%
44,655
-7,228
3033
$2.24M ﹤0.01%
19,982
-135
3034
$2.23M ﹤0.01%
90,846
+20,081
3035
$2.23M ﹤0.01%
80,193
-13,020
3036
$2.22M ﹤0.01%
+140,710
3037
$2.22M ﹤0.01%
176,601
+58,816
3038
$2.21M ﹤0.01%
70,599
+34,735
3039
$2.21M ﹤0.01%
52,161
+44,889
3040
$2.21M ﹤0.01%
62,676
+14,854
3041
$2.21M ﹤0.01%
98,437
+71,615
3042
$2.21M ﹤0.01%
+62,808
3043
$2.2M ﹤0.01%
430,340
+40,588
3044
$2.2M ﹤0.01%
33,879
+2,742
3045
$2.2M ﹤0.01%
1,007,519
+20,236
3046
$2.2M ﹤0.01%
773,166
+161
3047
$2.2M ﹤0.01%
9,780
-2,708
3048
$2.19M ﹤0.01%
158,598
+113,068
3049
$2.19M ﹤0.01%
22,852
+6,679
3050
$2.18M ﹤0.01%
155,759
-366,303