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
3951
$387K ﹤0.01%
19,345
+15,372
3952
$386K ﹤0.01%
7,710
-9,050
3953
$386K ﹤0.01%
7,666
+7,293
3954
$384K ﹤0.01%
33,460
+10,844
3955
$384K ﹤0.01%
13,922
+9,950
3956
$384K ﹤0.01%
1,804
+1,200
3957
$384K ﹤0.01%
4,744
+2,640
3958
$383K ﹤0.01%
+13,386
3959
$383K ﹤0.01%
15,509
-11,072
3960
$383K ﹤0.01%
10,933
-6,388
3961
$382K ﹤0.01%
157,976
-22,337
3962
$382K ﹤0.01%
+14,145
3963
$381K ﹤0.01%
14,049
+274
3964
$381K ﹤0.01%
14,804
+2,100
3965
$380K ﹤0.01%
21,621
+12,103
3966
$378K ﹤0.01%
24,128
-587
3967
$376K ﹤0.01%
2,158
+448
3968
$375K ﹤0.01%
32,113
+20,239
3969
$375K ﹤0.01%
23,814
+12,632
3970
$371K ﹤0.01%
+10,590
3971
$371K ﹤0.01%
22,351
+14,280
3972
$370K ﹤0.01%
9,503
+1,511
3973
$369K ﹤0.01%
205,249
+157,112
3974
$368K ﹤0.01%
28,646
+1,784
3975
$368K ﹤0.01%
68,854
-21,945