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
3251
$1.53M ﹤0.01%
65,211
-2,994
3252
$1.53M ﹤0.01%
174,929
-197,620
3253
$1.52M ﹤0.01%
53,552
-1,368
3254
$1.52M ﹤0.01%
23,816
-13,249
3255
$1.52M ﹤0.01%
47,365
+24,371
3256
$1.52M ﹤0.01%
171,539
+102,192
3257
$1.51M ﹤0.01%
46,990
-9,644
3258
$1.51M ﹤0.01%
52,499
+5,017
3259
$1.51M ﹤0.01%
33,487
-4,997
3260
$1.51M ﹤0.01%
115,025
+2,259
3261
$1.51M ﹤0.01%
16,482
+3,137
3262
$1.51M ﹤0.01%
24,715
+2,313
3263
$1.5M ﹤0.01%
120,247
+71,215
3264
$1.49M ﹤0.01%
112,026
+7,088
3265
$1.49M ﹤0.01%
+59,187
3266
$1.49M ﹤0.01%
33,936
+25,500
3267
$1.49M ﹤0.01%
61,818
-10,609
3268
$1.48M ﹤0.01%
198,387
+41,145
3269
$1.47M ﹤0.01%
610,457
+2,791
3270
$1.47M ﹤0.01%
29,226
+12,051
3271
$1.47M ﹤0.01%
56,510
-104,761
3272
$1.47M ﹤0.01%
49,410
+21,257
3273
$1.46M ﹤0.01%
35,968
+23,597
3274
$1.46M ﹤0.01%
26,938
+1,833
3275
$1.45M ﹤0.01%
34,655
+1,901