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
4076
$295K ﹤0.01%
21,078
+7,994
4077
$295K ﹤0.01%
69,490
+12,420
4078
$294K ﹤0.01%
7,060
+4,066
4079
$293K ﹤0.01%
11,321
-2,285
4080
$292K ﹤0.01%
12,445
+8,050
4081
$291K ﹤0.01%
10,639
+412
4082
$290K ﹤0.01%
6,352
+960
4083
$289K ﹤0.01%
54,909
-683
4084
$289K ﹤0.01%
+9,089
4085
$288K ﹤0.01%
6,948
+659
4086
$287K ﹤0.01%
3,568
-19,811
4087
$287K ﹤0.01%
11,458
+11,358
4088
$286K ﹤0.01%
321,330
-252,598
4089
$286K ﹤0.01%
10,755
+5,945
4090
$285K ﹤0.01%
116,417
-880
4091
$285K ﹤0.01%
3,721
+670
4092
$284K ﹤0.01%
27,201
+20,142
4093
$283K ﹤0.01%
5,532
+3,865
4094
$283K ﹤0.01%
17,137
-710
4095
$282K ﹤0.01%
51,835
-356
4096
$281K ﹤0.01%
101,982
-35,700
4097
$281K ﹤0.01%
6,240
-568
4098
$281K ﹤0.01%
12,822
-3,079
4099
$280K ﹤0.01%
14,567
+8,136
4100
$279K ﹤0.01%
5,301
-10