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
3276
$878K ﹤0.01%
33,894
+8,751
3277
$876K ﹤0.01%
8,548
+94
3278
$874K ﹤0.01%
26,103
-5,611
3279
$872K ﹤0.01%
15,174
-204
3280
$867K ﹤0.01%
40,138
+11,398
3281
$864K ﹤0.01%
229,794
-333,108
3282
$863K ﹤0.01%
26,582
-683
3283
$862K ﹤0.01%
40,924
+1,355
3284
$860K ﹤0.01%
87,637
-58,055
3285
$859K ﹤0.01%
13,250
-588
3286
$857K ﹤0.01%
176,412
-60,919
3287
$857K ﹤0.01%
11,651
-3,183
3288
$857K ﹤0.01%
164,452
-272
3289
$857K ﹤0.01%
835,870
+51,782
3290
$853K ﹤0.01%
+127,363
3291
$852K ﹤0.01%
38,029
+2,903
3292
$852K ﹤0.01%
23,934
-1,937
3293
$852K ﹤0.01%
2,061
-214
3294
$851K ﹤0.01%
8,688
+1,408
3295
$850K ﹤0.01%
239,995
+64,885
3296
$849K ﹤0.01%
38,158
-6,883
3297
$846K ﹤0.01%
60,373
+19,491
3298
$846K ﹤0.01%
60,759
-77,061
3299
$843K ﹤0.01%
1,406,146
-76,270
3300
$839K ﹤0.01%
41,260
+28,368