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
3426
$1.07M ﹤0.01%
324,902
-155,359
3427
$1.07M ﹤0.01%
77,008
+33,135
3428
$1.06M ﹤0.01%
45,397
+14,230
3429
$1.06M ﹤0.01%
30,647
+893
3430
$1.06M ﹤0.01%
102,265
+63,139
3431
$1.06M ﹤0.01%
30,993
+286
3432
$1.06M ﹤0.01%
441,898
+440,983
3433
$1.05M ﹤0.01%
11,183
+443
3434
$1.05M ﹤0.01%
18,255
+6,572
3435
$1.05M ﹤0.01%
222,065
+95,402
3436
$1.05M ﹤0.01%
39,464
+14,527
3437
$1.05M ﹤0.01%
90,663
+60,838
3438
$1.04M ﹤0.01%
10,697
+1,052
3439
$1.04M ﹤0.01%
+43,328
3440
$1.04M ﹤0.01%
8,119
+3,919
3441
$1.04M ﹤0.01%
259,754
+106,383
3442
$1.04M ﹤0.01%
+30,603
3443
$1.04M ﹤0.01%
15,192
-12,040
3444
$1.03M ﹤0.01%
38,444
+24,373
3445
$1.03M ﹤0.01%
+10,274
3446
$1.03M ﹤0.01%
9,871
+1,391
3447
$1.03M ﹤0.01%
32,977
-314,228
3448
$1.02M ﹤0.01%
315,059
-37,557
3449
$1.02M ﹤0.01%
10,005
+2,343
3450
$1.01M ﹤0.01%
442,913
+366,429