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
3426
$638K ﹤0.01%
4,041
+2,205
3427
$637K ﹤0.01%
15,474
+179
3428
$631K ﹤0.01%
60,652
-107,349
3429
$631K ﹤0.01%
477,895
-119,479
3430
$628K ﹤0.01%
87,090
+48,800
3431
$627K ﹤0.01%
80,860
-13,674
3432
$626K ﹤0.01%
192,580
+95,790
3433
$625K ﹤0.01%
35,850
+25,499
3434
$624K ﹤0.01%
+20,444
3435
$622K ﹤0.01%
61,554
-251,858
3436
$621K ﹤0.01%
17,854
+13,279
3437
$621K ﹤0.01%
10,397
-41,042
3438
$619K ﹤0.01%
31,068
+16,409
3439
$616K ﹤0.01%
35,445
3440
$615K ﹤0.01%
18,645
-205
3441
$614K ﹤0.01%
101,952
-372,196
3442
$613K ﹤0.01%
6,336
-325
3443
$613K ﹤0.01%
12,406
+5,190
3444
$612K ﹤0.01%
+13,203
3445
$612K ﹤0.01%
35,937
-922
3446
$612K ﹤0.01%
178,974
+22,061
3447
$610K ﹤0.01%
12,454
3448
$604K ﹤0.01%
15,472
-44,692
3449
$604K ﹤0.01%
5,438
-186
3450
$604K ﹤0.01%
7,678
-23,302