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
3176
$1.74M ﹤0.01%
29,555
+1,212
3177
$1.73M ﹤0.01%
50,875
-5,489
3178
$1.73M ﹤0.01%
1,463,838
-2,595
3179
$1.72M ﹤0.01%
126,483
+65,137
3180
$1.72M ﹤0.01%
218,819
-273,449
3181
$1.72M ﹤0.01%
57,797
-111,874
3182
$1.71M ﹤0.01%
36,798
+4,036
3183
$1.71M ﹤0.01%
46,220
+1,731
3184
$1.71M ﹤0.01%
231,957
+147,784
3185
$1.71M ﹤0.01%
339,659
-458,978
3186
$1.71M ﹤0.01%
131,566
+11,006
3187
$1.7M ﹤0.01%
225,959
-131,605
3188
$1.7M ﹤0.01%
492,411
+445,038
3189
$1.7M ﹤0.01%
53,238
+2,267
3190
$1.69M ﹤0.01%
33,647
-5,668
3191
$1.69M ﹤0.01%
89,004
+37,151
3192
$1.69M ﹤0.01%
110,007
-21,413
3193
$1.68M ﹤0.01%
239,683
+205,377
3194
$1.68M ﹤0.01%
63,610
+11,330
3195
$1.68M ﹤0.01%
34,726
+5,168
3196
$1.68M ﹤0.01%
74,937
+21,476
3197
$1.68M ﹤0.01%
123,740
-13,472
3198
$1.67M ﹤0.01%
54,083
-93,157
3199
$1.67M ﹤0.01%
69,571
+4,472
3200
$1.67M ﹤0.01%
54,301
+48,940