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
3851
$462K ﹤0.01%
88,173
+73,389
3852
$461K ﹤0.01%
28,561
-45,840
3853
$461K ﹤0.01%
18,108
+4,461
3854
$456K ﹤0.01%
3,921
+3,140
3855
$456K ﹤0.01%
8,763
+5,007
3856
$455K ﹤0.01%
140,559
+83,048
3857
$455K ﹤0.01%
161,225
+67,892
3858
$453K ﹤0.01%
25,438
+12,059
3859
$452K ﹤0.01%
+15,514
3860
$452K ﹤0.01%
12,256
+1,168
3861
$450K ﹤0.01%
13,965
-28,192
3862
$450K ﹤0.01%
7,814
+448
3863
$448K ﹤0.01%
+158,920
3864
$447K ﹤0.01%
328,768
+128,461
3865
$446K ﹤0.01%
27,540
-402
3866
$446K ﹤0.01%
85,714
+62,319
3867
$445K ﹤0.01%
2,965
-2,011
3868
$445K ﹤0.01%
17,725
-47,648
3869
$445K ﹤0.01%
9,912
-101
3870
$444K ﹤0.01%
206,300
+1,059
3871
$442K ﹤0.01%
51,054
-27,148
3872
$439K ﹤0.01%
69,660
+53,658
3873
$438K ﹤0.01%
8,885
+6,783
3874
$438K ﹤0.01%
9,107
+2,227
3875
$438K ﹤0.01%
3,063
+568