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
3976
$368K ﹤0.01%
13,140
+4,432
3977
$365K ﹤0.01%
21,500
-53,100
3978
$365K ﹤0.01%
109,855
+66,097
3979
$362K ﹤0.01%
5,874
+162
3980
$361K ﹤0.01%
35,251
+1,279
3981
$360K ﹤0.01%
16,549
-4,890
3982
$360K ﹤0.01%
54,558
+33,171
3983
$359K ﹤0.01%
24,565
+1,520
3984
$359K ﹤0.01%
27,727
+15,641
3985
$355K ﹤0.01%
20,605
+9,209
3986
$355K ﹤0.01%
7,108
-71,407
3987
$354K ﹤0.01%
6,458
+12
3988
$354K ﹤0.01%
20,182
-457,779
3989
$353K ﹤0.01%
72,652
+55,259
3990
$352K ﹤0.01%
4,046
+2,862
3991
$351K ﹤0.01%
98,934
-349,468
3992
$351K ﹤0.01%
12,180
+6,832
3993
$350K ﹤0.01%
+12,761
3994
$350K ﹤0.01%
+6,826
3995
$349K ﹤0.01%
11,638
+7,238
3996
$347K ﹤0.01%
68,710
-341
3997
$347K ﹤0.01%
32,344
+8,985
3998
$347K ﹤0.01%
51,418
+32,218
3999
$346K ﹤0.01%
58,668
+19,367
4000
$346K ﹤0.01%
9,622
-4,504