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
3701
$614K ﹤0.01%
23,779
+1,284
3702
$613K ﹤0.01%
35,580
+8,890
3703
$613K ﹤0.01%
677,162
+82,864
3704
$613K ﹤0.01%
43,105
-14,599
3705
$613K ﹤0.01%
170,699
+18,956
3706
$611K ﹤0.01%
+14,644
3707
$609K ﹤0.01%
9,954
+4,853
3708
$606K ﹤0.01%
7,825
-1,702
3709
$606K ﹤0.01%
14,448
+7,095
3710
$606K ﹤0.01%
+19,961
3711
$605K ﹤0.01%
156,385
+13,996
3712
$604K ﹤0.01%
32,314
-5,599
3713
$604K ﹤0.01%
11,712
-8,290
3714
$603K ﹤0.01%
25,776
-15,783
3715
$603K ﹤0.01%
11,931
+2,797
3716
$600K ﹤0.01%
238,026
-30,036
3717
$599K ﹤0.01%
12,707
-529
3718
$598K ﹤0.01%
22,237
+49
3719
$596K ﹤0.01%
16,035
+10,089
3720
$596K ﹤0.01%
9,345
+115
3721
$594K ﹤0.01%
62,576
+7,489
3722
$594K ﹤0.01%
32,432
+19,626
3723
$592K ﹤0.01%
20,908
-300
3724
$591K ﹤0.01%
15,519
-198
3725
$589K ﹤0.01%
205,943
+106,823