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
3401
$675K ﹤0.01%
100,243
-37,774
3402
$671K ﹤0.01%
12,296
+3,324
3403
$671K ﹤0.01%
187,332
+11,898
3404
$669K ﹤0.01%
52,877
-302,672
3405
$669K ﹤0.01%
10,965
-22,801
3406
$669K ﹤0.01%
103,983
-3,793
3407
$667K ﹤0.01%
14,171
-13,012
3408
$666K ﹤0.01%
19,186
+11,270
3409
$663K ﹤0.01%
15,056
-3,949
3410
$663K ﹤0.01%
45,757
+7,693
3411
$662K ﹤0.01%
19,704
-1,711
3412
$660K ﹤0.01%
13,089
+1,741
3413
$658K ﹤0.01%
+8,676
3414
$657K ﹤0.01%
31,793
-9,968
3415
$654K ﹤0.01%
20,379
-236
3416
$651K ﹤0.01%
23,784
-5,412
3417
$651K ﹤0.01%
24,105
+15,167
3418
$650K ﹤0.01%
17,452
+7,252
3419
$646K ﹤0.01%
873,609
-317,716
3420
$642K ﹤0.01%
10,589
+3,687
3421
$642K ﹤0.01%
+37,160
3422
$640K ﹤0.01%
62,133
-90,412
3423
$640K ﹤0.01%
34,990
+14,891
3424
$639K ﹤0.01%
50,877
-51,314
3425
$638K ﹤0.01%
17,185
+2,718