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
3301
$838K ﹤0.01%
121,209
-24,802
3302
$837K ﹤0.01%
87,041
-8,367
3303
$837K ﹤0.01%
709,478
-331,009
3304
$835K ﹤0.01%
100,557
3305
$833K ﹤0.01%
27,904
-2,409
3306
$832K ﹤0.01%
57,151
+29,226
3307
$831K ﹤0.01%
+80,930
3308
$828K ﹤0.01%
36,687
-6,842
3309
$827K ﹤0.01%
18,103
-2,863
3310
$825K ﹤0.01%
22,184
-84
3311
$823K ﹤0.01%
14,400
+14,288
3312
$823K ﹤0.01%
35,070
-3,525
3313
$819K ﹤0.01%
81,796
+48,797
3314
$819K ﹤0.01%
49,203
-6,417
3315
$818K ﹤0.01%
42,622
-24,884
3316
$817K ﹤0.01%
18,777
+3,861
3317
$815K ﹤0.01%
+38,813
3318
$814K ﹤0.01%
79,376
-51,345
3319
$813K ﹤0.01%
84,435
+20,951
3320
$807K ﹤0.01%
26,266
-394,020
3321
$807K ﹤0.01%
695,285
-48,100
3322
$806K ﹤0.01%
71,391
+374
3323
$806K ﹤0.01%
85,281
-15,201
3324
$805K ﹤0.01%
79,673
3325
$805K ﹤0.01%
1,031,417
-273,497