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
3276
$1.45M ﹤0.01%
2,966
+2,294
3277
$1.45M ﹤0.01%
57,653
+7,083
3278
$1.45M ﹤0.01%
80,071
+69,477
3279
$1.45M ﹤0.01%
18,704
+255
3280
$1.45M ﹤0.01%
818,571
+754,214
3281
$1.45M ﹤0.01%
70,970
+29,306
3282
$1.45M ﹤0.01%
63,476
-35,413
3283
$1.43M ﹤0.01%
40,890
+6,684
3284
$1.43M ﹤0.01%
1,117
+55
3285
$1.43M ﹤0.01%
43,107
-41,872
3286
$1.43M ﹤0.01%
342,667
+4,186
3287
$1.43M ﹤0.01%
127,326
-45,421
3288
$1.42M ﹤0.01%
25,080
+17,895
3289
$1.41M ﹤0.01%
75,694
-57,545
3290
$1.4M ﹤0.01%
32,131
-6,420
3291
$1.4M ﹤0.01%
61,022
+690
3292
$1.4M ﹤0.01%
30,799
+12,921
3293
$1.39M ﹤0.01%
134,781
+10,718
3294
$1.39M ﹤0.01%
39,612
+24,287
3295
$1.39M ﹤0.01%
22,417
+1,360
3296
$1.39M ﹤0.01%
204,445
+40,433
3297
$1.39M ﹤0.01%
269,502
+4,686
3298
$1.38M ﹤0.01%
+49,322
3299
$1.38M ﹤0.01%
142,872
+17,227
3300
$1.37M ﹤0.01%
28,068
-1,477,448