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
4026
$328K ﹤0.01%
12,890
+4,323
4027
$326K ﹤0.01%
9,827
+437
4028
$323K ﹤0.01%
+101,000
4029
$323K ﹤0.01%
31,093
-695
4030
$323K ﹤0.01%
7,430
+1,680
4031
$323K ﹤0.01%
43,743
+25,254
4032
$323K ﹤0.01%
23,874
+17,844
4033
$322K ﹤0.01%
12,986
+226
4034
$321K ﹤0.01%
24,628
+14,696
4035
$321K ﹤0.01%
6,407
-1,290
4036
$320K ﹤0.01%
16,857
+3,562
4037
$320K ﹤0.01%
105,474
-186,838
4038
$319K ﹤0.01%
95,244
+49,028
4039
$318K ﹤0.01%
16,417
+5,190
4040
$316K ﹤0.01%
23,451
-2,642
4041
$316K ﹤0.01%
12,943
-14,567
4042
$315K ﹤0.01%
13,486
+2,401
4043
$315K ﹤0.01%
11,384
+792
4044
$315K ﹤0.01%
15,662
+2,469
4045
$314K ﹤0.01%
16,947
+6,237
4046
$314K ﹤0.01%
2,465
-4,489
4047
$314K ﹤0.01%
160,002
+40,141
4048
$313K ﹤0.01%
50,210
+12,586
4049
$313K ﹤0.01%
22,613
+12,502
4050
$313K ﹤0.01%
3,795
-731