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
3726
$589K ﹤0.01%
22,817
+6,512
3727
$588K ﹤0.01%
22,354
+16,551
3728
$585K ﹤0.01%
17,086
+4,675
3729
$585K ﹤0.01%
8,282
-3,690
3730
$584K ﹤0.01%
27,257
-26,105
3731
$581K ﹤0.01%
8,369
+3,063
3732
$581K ﹤0.01%
7,021
+1,058
3733
$579K ﹤0.01%
58,241
+2,106
3734
$579K ﹤0.01%
161,600
-16,997
3735
$578K ﹤0.01%
122,682
-586,189
3736
$578K ﹤0.01%
80,924
+42,889
3737
$576K ﹤0.01%
142,293
-100,383
3738
$575K ﹤0.01%
22,210
-92,728
3739
$572K ﹤0.01%
18,064
-878
3740
$571K ﹤0.01%
28,872
+28,072
3741
$571K ﹤0.01%
58,449
-61,041
3742
$571K ﹤0.01%
13,790
-48,592
3743
$570K ﹤0.01%
237,483
-21,865
3744
$567K ﹤0.01%
13,889
+10,585
3745
$566K ﹤0.01%
8,731
+2,852
3746
$566K ﹤0.01%
66,951
+1,643
3747
$563K ﹤0.01%
22,109
-6,499
3748
$563K ﹤0.01%
10,328
-2,737
3749
$560K ﹤0.01%
+21,846
3750
$559K ﹤0.01%
67,053
+36,930