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
3701
$351K ﹤0.01%
21,663
-7,669
3702
$351K ﹤0.01%
49,970
+7,679
3703
$348K ﹤0.01%
73,924
-300
3704
$348K ﹤0.01%
9,270
+8,060
3705
$348K ﹤0.01%
15,021
3706
$347K ﹤0.01%
20,951
-3,260
3707
$347K ﹤0.01%
6,615
-2,964
3708
$346K ﹤0.01%
10,446
-85,216
3709
$346K ﹤0.01%
6,432
+836
3710
$346K ﹤0.01%
18,290
-53,385
3711
$345K ﹤0.01%
225,594
-79,905
3712
$343K ﹤0.01%
93,039
-12,773
3713
$343K ﹤0.01%
29,423
-3,937
3714
$343K ﹤0.01%
7,971
-40,149
3715
$342K ﹤0.01%
7,183
+183
3716
$342K ﹤0.01%
41,935
-10,672
3717
$341K ﹤0.01%
+3,574
3718
$341K ﹤0.01%
13,265
+10,965
3719
$340K ﹤0.01%
21,687
+149
3720
$339K ﹤0.01%
10,681
-47,071
3721
$338K ﹤0.01%
25,725
-1,163
3722
$338K ﹤0.01%
88,881
+4,838
3723
$335K ﹤0.01%
+15,821
3724
$334K ﹤0.01%
26,442
-3,746
3725
$334K ﹤0.01%
7,546
-268,559