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
3076
$2.09M ﹤0.01%
40,564
+32,721
3077
$2.09M ﹤0.01%
99,623
+21,352
3078
$2.08M ﹤0.01%
105,171
+75,811
3079
$2.07M ﹤0.01%
450,499
-423,390
3080
$2.07M ﹤0.01%
513,129
+326,118
3081
$2.06M ﹤0.01%
33,258
+20,238
3082
$2.06M ﹤0.01%
58,329
-12,701
3083
$2.06M ﹤0.01%
138,771
-1,167
3084
$2.06M ﹤0.01%
130,078
+10,154
3085
$2.05M ﹤0.01%
45,952
+17,845
3086
$2.05M ﹤0.01%
206,857
-4,064
3087
$2.05M ﹤0.01%
113,612
-148,885
3088
$2.05M ﹤0.01%
12,214
-15,119
3089
$2.05M ﹤0.01%
1,191,775
-1,290,086
3090
$2.05M ﹤0.01%
145,269
+1,600
3091
$2.05M ﹤0.01%
92,517
-22,365
3092
$2.05M ﹤0.01%
35,270
-8,750
3093
$2.03M ﹤0.01%
106,757
-14,487
3094
$2.03M ﹤0.01%
95,485
+65,182
3095
$2.03M ﹤0.01%
110,706
+37,125
3096
$2.03M ﹤0.01%
80,000
-431,294
3097
$2.02M ﹤0.01%
33,199
+27,490
3098
$2.02M ﹤0.01%
45,171
+1,090
3099
$2.01M ﹤0.01%
101,831
+88,310
3100
$2.01M ﹤0.01%
29,024
+10,760