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
3801
$500K ﹤0.01%
15,412
+15,346
3802
$500K ﹤0.01%
19,458
+7,879
3803
$500K ﹤0.01%
4,489
+476
3804
$499K ﹤0.01%
288,176
+205,843
3805
$497K ﹤0.01%
68,240
+12,777
3806
$497K ﹤0.01%
23,261
+1,705
3807
$497K ﹤0.01%
59,536
-93,544
3808
$496K ﹤0.01%
10,482
-1,209
3809
$495K ﹤0.01%
15,800
-2,228
3810
$495K ﹤0.01%
12,327
+7,526
3811
$495K ﹤0.01%
14,518
+8,390
3812
$493K ﹤0.01%
25,946
+18,885
3813
$493K ﹤0.01%
39,280
-193
3814
$492K ﹤0.01%
25,073
+17,068
3815
$490K ﹤0.01%
179,606
-5,225
3816
$490K ﹤0.01%
12,128
-685,724
3817
$489K ﹤0.01%
75,797
+53,763
3818
$488K ﹤0.01%
10,456
+9,999
3819
$487K ﹤0.01%
26,294
3820
$487K ﹤0.01%
29,110
+5,842
3821
$487K ﹤0.01%
11,148
+5,447
3822
$485K ﹤0.01%
15,646
+3,593
3823
$485K ﹤0.01%
9,646
-61,595
3824
$484K ﹤0.01%
92,737
+64,268
3825
$483K ﹤0.01%
25,179
+24,348