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
3676
$364K ﹤0.01%
34,860
3677
$364K ﹤0.01%
7,744
-1,459
3678
$363K ﹤0.01%
35,382
+31,048
3679
$362K ﹤0.01%
26,495
-4,160
3680
$361K ﹤0.01%
383,391
-57,186
3681
$360K ﹤0.01%
23,668
+3,204
3682
$360K ﹤0.01%
15,394
-1,935
3683
$360K ﹤0.01%
21,469
-3,906
3684
$360K ﹤0.01%
29,721
-48,600
3685
$359K ﹤0.01%
20,236
-37,807
3686
$358K ﹤0.01%
31,309
+4,960
3687
$358K ﹤0.01%
+9,137
3688
$357K ﹤0.01%
15,271
+14,241
3689
$357K ﹤0.01%
18,834
-4,298
3690
$355K ﹤0.01%
12,065
-2,332
3691
$355K ﹤0.01%
17,763
+3,879
3692
$354K ﹤0.01%
12,643
+4,850
3693
$354K ﹤0.01%
11,487
-15,874
3694
$354K ﹤0.01%
14,436
-19,736
3695
$354K ﹤0.01%
43,951
+3,667
3696
$353K ﹤0.01%
19,090
+3,693
3697
$353K ﹤0.01%
8,976
+6,577
3698
$353K ﹤0.01%
+33,774
3699
$351K ﹤0.01%
104,274
-35,445
3700
$351K ﹤0.01%
+59,459