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
3651
$384K ﹤0.01%
18,531
+2,665
3652
$383K ﹤0.01%
5,777
3653
$382K ﹤0.01%
110,693
-9,520
3654
$382K ﹤0.01%
+172,003
3655
$381K ﹤0.01%
+16,942
3656
$381K ﹤0.01%
22,644
+12,536
3657
$378K ﹤0.01%
22,930
-4,122
3658
$378K ﹤0.01%
9,349
+5,215
3659
$376K ﹤0.01%
165,775
-20,443
3660
$375K ﹤0.01%
11,699
-1,264
3661
$375K ﹤0.01%
7,661
+6,155
3662
$374K ﹤0.01%
12,723
+954
3663
$372K ﹤0.01%
+8,011
3664
$372K ﹤0.01%
8,421
+141
3665
$372K ﹤0.01%
18,532
-2,636
3666
$372K ﹤0.01%
6,949
+6,948
3667
$372K ﹤0.01%
18,669
+11,960
3668
$370K ﹤0.01%
32,185
+15,342
3669
$370K ﹤0.01%
30,538
-1,683
3670
$369K ﹤0.01%
33,130
-2,955
3671
$368K ﹤0.01%
16,567
-2,328
3672
$366K ﹤0.01%
14,131
-5,218
3673
$366K ﹤0.01%
6,873
+1,361
3674
$365K ﹤0.01%
62,061
+33,765
3675
$365K ﹤0.01%
7,073
-2,415