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
3776
$531K ﹤0.01%
20,807
+13
3777
$530K ﹤0.01%
22,330
+12,617
3778
$528K ﹤0.01%
34,074
+21,415
3779
$528K ﹤0.01%
+10,875
3780
$528K ﹤0.01%
19,094
+12,827
3781
$522K ﹤0.01%
+11,570
3782
$521K ﹤0.01%
150,903
+55,731
3783
$520K ﹤0.01%
28,025
+6,331
3784
$518K ﹤0.01%
18,031
3785
$516K ﹤0.01%
110,251
+4,756
3786
$516K ﹤0.01%
67,767
-7,794
3787
$515K ﹤0.01%
18,813
-10,629
3788
$514K ﹤0.01%
13,054
+9,754
3789
$513K ﹤0.01%
23,427
+8,969
3790
$511K ﹤0.01%
11,326
+7,057
3791
$510K ﹤0.01%
4,985
+4,973
3792
$509K ﹤0.01%
8,288
3793
$507K ﹤0.01%
8,695
+4,229
3794
$506K ﹤0.01%
61,525
+29,073
3795
$506K ﹤0.01%
+10,873
3796
$504K ﹤0.01%
38,713
+28,924
3797
$503K ﹤0.01%
16,678
+9,500
3798
$502K ﹤0.01%
24,294
-331
3799
$501K ﹤0.01%
12,038
-25,504
3800
$501K ﹤0.01%
15,195
+6,827