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
4001
$345K ﹤0.01%
175,354
+70,671
4002
$345K ﹤0.01%
89,586
+8,859
4003
$345K ﹤0.01%
6,288
+186
4004
$345K ﹤0.01%
224,680
-263,390
4005
$345K ﹤0.01%
8,943
+4,699
4006
$344K ﹤0.01%
+7,940
4007
$344K ﹤0.01%
+7,520
4008
$341K ﹤0.01%
15,183
+835
4009
$338K ﹤0.01%
77,418
-205,796
4010
$338K ﹤0.01%
10,941
+5,863
4011
$337K ﹤0.01%
10,887
+6,652
4012
$336K ﹤0.01%
8,733
+282
4013
$336K ﹤0.01%
16,085
+1,842
4014
$336K ﹤0.01%
100,517
+69,167
4015
$335K ﹤0.01%
20,967
-156,591
4016
$334K ﹤0.01%
40,985
+1,318
4017
$333K ﹤0.01%
65,376
+58,356
4018
$333K ﹤0.01%
24,912
+4,844
4019
$332K ﹤0.01%
14,695
+10,697
4020
$331K ﹤0.01%
56,653
-54,920
4021
$331K ﹤0.01%
15,472
+14,660
4022
$330K ﹤0.01%
12,109
-339
4023
$330K ﹤0.01%
+12,228
4024
$329K ﹤0.01%
23,870
+16,881
4025
$328K ﹤0.01%
81,173
+5,067