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
3226
$1.58M ﹤0.01%
510,705
+357,455
3227
$1.58M ﹤0.01%
+57,625
3228
$1.58M ﹤0.01%
289,559
-820,871
3229
$1.57M ﹤0.01%
86,630
-20,279
3230
$1.57M ﹤0.01%
121,178
+47,857
3231
$1.57M ﹤0.01%
51,742
+51,702
3232
$1.57M ﹤0.01%
50,916
+22,212
3233
$1.57M ﹤0.01%
194,108
+169,397
3234
$1.57M ﹤0.01%
43,295
-7,284
3235
$1.57M ﹤0.01%
40,305
+6,990
3236
$1.57M ﹤0.01%
+109,449
3237
$1.56M ﹤0.01%
+35,283
3238
$1.56M ﹤0.01%
46,005
+13,105
3239
$1.56M ﹤0.01%
127,153
+78,237
3240
$1.56M ﹤0.01%
21,394
+5,055
3241
$1.56M ﹤0.01%
20,480
+5,409
3242
$1.55M ﹤0.01%
35,207
+20,309
3243
$1.55M ﹤0.01%
66,020
+1,292
3244
$1.55M ﹤0.01%
79,202
+28,400
3245
$1.54M ﹤0.01%
82,919
+33,298
3246
$1.54M ﹤0.01%
54,781
-111,335
3247
$1.53M ﹤0.01%
23,500
+14,521
3248
$1.53M ﹤0.01%
261,934
-13,509
3249
$1.53M ﹤0.01%
68,148
+31,352
3250
$1.53M ﹤0.01%
19,238
+536