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
3201
$1.67M ﹤0.01%
+69,878
3202
$1.66M ﹤0.01%
357,613
-5,427
3203
$1.66M ﹤0.01%
106,609
+28,999
3204
$1.65M ﹤0.01%
107,294
+45,941
3205
$1.65M ﹤0.01%
57,204
+9,017
3206
$1.65M ﹤0.01%
42,470
+27,960
3207
$1.65M ﹤0.01%
34,853
-3,285
3208
$1.65M ﹤0.01%
239,689
+147,892
3209
$1.64M ﹤0.01%
670,611
-52,440
3210
$1.64M ﹤0.01%
324,420
+49,699
3211
$1.64M ﹤0.01%
111,799
+27,700
3212
$1.63M ﹤0.01%
15,516
+4,950
3213
$1.62M ﹤0.01%
394,749
+69,785
3214
$1.62M ﹤0.01%
96,859
-20,404
3215
$1.61M ﹤0.01%
+66,904
3216
$1.61M ﹤0.01%
152,288
+127,012
3217
$1.6M ﹤0.01%
260,958
+225,827
3218
$1.6M ﹤0.01%
41,077
-1,129
3219
$1.6M ﹤0.01%
25,642
-640
3220
$1.6M ﹤0.01%
52,352
+25,030
3221
$1.59M ﹤0.01%
517,575
+434,775
3222
$1.59M ﹤0.01%
31,386
-17,593
3223
$1.59M ﹤0.01%
+35,469
3224
$1.58M ﹤0.01%
178,434
+11,901
3225
$1.58M ﹤0.01%
298,898
+50,230