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
3351
$1.23M ﹤0.01%
391,543
+191,590
3352
$1.23M ﹤0.01%
16,951
+6,039
3353
$1.23M ﹤0.01%
195,791
+3,433
3354
$1.23M ﹤0.01%
+201,486
3355
$1.23M ﹤0.01%
149,946
-1,040,324
3356
$1.23M ﹤0.01%
13,367
-1,683
3357
$1.22M ﹤0.01%
223,061
+152,751
3358
$1.22M ﹤0.01%
44,427
+10,198
3359
$1.21M ﹤0.01%
39,587
+11,707
3360
$1.21M ﹤0.01%
81,476
+25,027
3361
$1.21M ﹤0.01%
331,916
+33,150
3362
$1.21M ﹤0.01%
63,683
+2,500
3363
$1.2M ﹤0.01%
40,888
+15,953
3364
$1.2M ﹤0.01%
84,536
-1,328,403
3365
$1.2M ﹤0.01%
126,249
+953
3366
$1.19M ﹤0.01%
39,004
+36,201
3367
$1.19M ﹤0.01%
123,936
+7,191
3368
$1.19M ﹤0.01%
44,000
-17,200
3369
$1.19M ﹤0.01%
387,834
+340,512
3370
$1.19M ﹤0.01%
28,317
+738
3371
$1.19M ﹤0.01%
60,887
+40,404
3372
$1.18M ﹤0.01%
36,417
+4,137
3373
$1.17M ﹤0.01%
14,758
+410
3374
$1.17M ﹤0.01%
31,071
+11,542
3375
$1.17M ﹤0.01%
24,483
-23,426