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
3451
$598K ﹤0.01%
+18,890
3452
$598K ﹤0.01%
120,086
-45,082
3453
$598K ﹤0.01%
15,758
+5,565
3454
$595K ﹤0.01%
29,261
-6,920
3455
$593K ﹤0.01%
+24,639
3456
$591K ﹤0.01%
10,839
-10,553
3457
$590K ﹤0.01%
+24,370
3458
$588K ﹤0.01%
225,296
+5,166
3459
$588K ﹤0.01%
130,013
+128,604
3460
$585K ﹤0.01%
66,826
-66,817
3461
$582K ﹤0.01%
13,569
-4,961
3462
$578K ﹤0.01%
79,286
-11,290
3463
$577K ﹤0.01%
29,239
+6,296
3464
$576K ﹤0.01%
12,723
-5,024
3465
$575K ﹤0.01%
50,000
3466
$570K ﹤0.01%
40,581
-5,785
3467
$569K ﹤0.01%
36,203
-7,083
3468
$568K ﹤0.01%
72,921
-645,334
3469
$568K ﹤0.01%
+12,163
3470
$567K ﹤0.01%
20,161
+2,603
3471
$567K ﹤0.01%
26,097
-482,593
3472
$563K ﹤0.01%
34,772
+1,506
3473
$561K ﹤0.01%
+11,324
3474
$560K ﹤0.01%
7,167
-18,613
3475
$558K ﹤0.01%
+73,290