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
4051
$312K ﹤0.01%
7,648
+7,525
4052
$311K ﹤0.01%
7,622
+4,305
4053
$310K ﹤0.01%
38,726
+379
4054
$309K ﹤0.01%
82,508
+33,473
4055
$308K ﹤0.01%
16,391
+11,567
4056
$308K ﹤0.01%
20,446
+14,904
4057
$308K ﹤0.01%
+8,874
4058
$306K ﹤0.01%
95,780
+85,245
4059
$303K ﹤0.01%
21,165
-206,002
4060
$300K ﹤0.01%
11,103
-41,229
4061
$300K ﹤0.01%
4,919
-123
4062
$300K ﹤0.01%
19,686
+13,692
4063
$300K ﹤0.01%
66,675
+53,150
4064
$300K ﹤0.01%
51,554
+1,792
4065
$299K ﹤0.01%
+7,849
4066
$299K ﹤0.01%
+12,589
4067
$299K ﹤0.01%
28,166
+15,945
4068
$298K ﹤0.01%
13,026
+7,716
4069
$298K ﹤0.01%
6,356
+6,268
4070
$296K ﹤0.01%
22,800
4071
$296K ﹤0.01%
7,104
-92,328
4072
$296K ﹤0.01%
100,609
-6,531
4073
$295K ﹤0.01%
9,870
+7,373
4074
$295K ﹤0.01%
125,037
-68,052
4075
$295K ﹤0.01%
38,061
-97,587