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
3751
$558K ﹤0.01%
136,883
+136,783
3752
$556K ﹤0.01%
34,044
+33,529
3753
$554K ﹤0.01%
24,214
+16,336
3754
$552K ﹤0.01%
49,212
+22
3755
$551K ﹤0.01%
17,255
+11,126
3756
$551K ﹤0.01%
46,648
-5,687
3757
$550K ﹤0.01%
166,545
-648,432
3758
$549K ﹤0.01%
36,112
+24,746
3759
$548K ﹤0.01%
3,236
+10
3760
$546K ﹤0.01%
13,152
+12,036
3761
$546K ﹤0.01%
31,961
+9,663
3762
$545K ﹤0.01%
50,554
+31,535
3763
$545K ﹤0.01%
2,269
+244
3764
$540K ﹤0.01%
14,397
-199
3765
$539K ﹤0.01%
22,477
+2,242
3766
$539K ﹤0.01%
14,568
+7,220
3767
$538K ﹤0.01%
25,633
-1,426,753
3768
$537K ﹤0.01%
20,315
+8,100
3769
$537K ﹤0.01%
10,980
-94
3770
$536K ﹤0.01%
12,705
+10,631
3771
$536K ﹤0.01%
18,702
+10,838
3772
$534K ﹤0.01%
57,158
+39,954
3773
$534K ﹤0.01%
152,685
+34,069
3774
$534K ﹤0.01%
+14,303
3775
$532K ﹤0.01%
65,537
+40,484