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
3226
$988K ﹤0.01%
142,173
+11,788
3227
$987K ﹤0.01%
24,726
-2,345
3228
$986K ﹤0.01%
+22,824
3229
$982K ﹤0.01%
227,265
+95,615
3230
$981K ﹤0.01%
51,219
+6,436
3231
$980K ﹤0.01%
34,456
-279
3232
$979K ﹤0.01%
45,664
+2,609
3233
$979K ﹤0.01%
33,176
+33,170
3234
$977K ﹤0.01%
408,731
-53,610
3235
$976K ﹤0.01%
218,455
+2,621
3236
$975K ﹤0.01%
35,989
-6,889
3237
$975K ﹤0.01%
31,736
+16,045
3238
$974K ﹤0.01%
134,527
-3,132
3239
$973K ﹤0.01%
46,307
-9,380
3240
$972K ﹤0.01%
124,903
-9,620
3241
$971K ﹤0.01%
341,910
-57,301
3242
$971K ﹤0.01%
31,977
-4,513
3243
$968K ﹤0.01%
87,438
+44,457
3244
$966K ﹤0.01%
70,386
+33,740
3245
$962K ﹤0.01%
830
-2,283
3246
$954K ﹤0.01%
90,000
-10,000
3247
$954K ﹤0.01%
82,070
+7,508
3248
$954K ﹤0.01%
24,012
+6,860
3249
$950K ﹤0.01%
314,493
-27,630
3250
$938K ﹤0.01%
19,640
-9,829