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
$857B
AUM Growth
-$16.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,847
New
Increased
Reduced
Closed

Top Buys

1 +$3.57B
2 +$2.84B
3 +$2.47B
4
MA icon
Mastercard
MA
+$1.44B
5
META icon
Meta Platforms (Facebook)
META
+$1.31B

Top Sells

1 +$4.44B
2 +$3.14B
3 +$1.87B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.84B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57B

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4076
$175K ﹤0.01%
7,050
+6,482
4077
$175K ﹤0.01%
18,547
-2,553
4078
$174K ﹤0.01%
16,693
-21,865
4079
$174K ﹤0.01%
51,199
+7,859
4080
$173K ﹤0.01%
12,105
-1,679
4081
$172K ﹤0.01%
63,389
-9,021
4082
$172K ﹤0.01%
+6,952
4083
$172K ﹤0.01%
8,591
-1,077
4084
$172K ﹤0.01%
10,595
-3,484
4085
$172K ﹤0.01%
19,376
-2,827
4086
$171K ﹤0.01%
132,801
-171,230
4087
$171K ﹤0.01%
40,656
-6,519
4088
$171K ﹤0.01%
7,589
-1,344
4089
$170K ﹤0.01%
15,983
-2,256
4090
$170K ﹤0.01%
9,108
-29,469
4091
$170K ﹤0.01%
6,002
+2
4092
$170K ﹤0.01%
5,145
+4,255
4093
$169K ﹤0.01%
59,465
-8,658
4094
$168K ﹤0.01%
9,219
-5,699
4095
$168K ﹤0.01%
2,398
-2,010
4096
$168K ﹤0.01%
+3,820
4097
$168K ﹤0.01%
6,136
+1,926
4098
$167K ﹤0.01%
5,526
-589
4099
$167K ﹤0.01%
6,972
-639
4100
$167K ﹤0.01%
+22,231