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
3626
$405K ﹤0.01%
73,878
-84,883
3627
$401K ﹤0.01%
50,000
3628
$401K ﹤0.01%
14,872
-1,510
3629
$401K ﹤0.01%
8,484
-2,274
3630
$400K ﹤0.01%
20,085
-827
3631
$400K ﹤0.01%
213,814
+97,399
3632
$399K ﹤0.01%
+19,085
3633
$398K ﹤0.01%
3,809
+1,586
3634
$398K ﹤0.01%
20,353
+652
3635
$397K ﹤0.01%
39,614
-6,634
3636
$396K ﹤0.01%
5,382
-1,437
3637
$396K ﹤0.01%
26,447
-35,960
3638
$396K ﹤0.01%
29,759
-4,240
3639
$396K ﹤0.01%
71,297
+38,588
3640
$395K ﹤0.01%
40,474
+40,460
3641
$395K ﹤0.01%
42,501
+5,272
3642
$393K ﹤0.01%
22,102
+2,903
3643
$392K ﹤0.01%
7,205
-4,630
3644
$392K ﹤0.01%
54,187
+6,403
3645
$392K ﹤0.01%
+32,989
3646
$391K ﹤0.01%
2,319
-736
3647
$391K ﹤0.01%
6,624
-528
3648
$388K ﹤0.01%
25,515
-3,205
3649
$385K ﹤0.01%
8,546
+4,630
3650
$385K ﹤0.01%
8,543
-3,251