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
3551
$829K ﹤0.01%
36,611
-6,355
3552
$824K ﹤0.01%
111,394
+86,109
3553
$824K ﹤0.01%
226,906
+116,740
3554
$824K ﹤0.01%
22,639
-7,763
3555
$823K ﹤0.01%
27,364
+20,133
3556
$823K ﹤0.01%
52,460
+12,211
3557
$822K ﹤0.01%
8,172
+44
3558
$818K ﹤0.01%
294,187
-43,586
3559
$816K ﹤0.01%
49,465
-7,696
3560
$809K ﹤0.01%
17,978
+3,039
3561
$806K ﹤0.01%
21,343
+20,051
3562
$805K ﹤0.01%
22,966
-1,283
3563
$802K ﹤0.01%
18,027
+12,322
3564
$802K ﹤0.01%
36,945
+8,716
3565
$802K ﹤0.01%
70,822
+34,923
3566
$801K ﹤0.01%
125,320
+88,652
3567
$800K ﹤0.01%
191,434
+90,984
3568
$799K ﹤0.01%
26,026
+8,841
3569
$799K ﹤0.01%
29,979
-157,437
3570
$799K ﹤0.01%
16,255
+2,257
3571
$793K ﹤0.01%
23,070
+18,015
3572
$791K ﹤0.01%
55,754
+55,719
3573
$790K ﹤0.01%
43,688
+22,635
3574
$789K ﹤0.01%
59,809
-43,856
3575
$789K ﹤0.01%
33,501
-137,528