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
4101
$167K ﹤0.01%
18,641
-3,030
4102
$167K ﹤0.01%
39,711
-5,514
4103
$166K ﹤0.01%
1,806
+1,077
4104
$166K ﹤0.01%
5,500
+5,450
4105
$166K ﹤0.01%
21,410
-12,009
4106
$166K ﹤0.01%
30,463
-20,968
4107
$164K ﹤0.01%
220,289
-34,071
4108
$164K ﹤0.01%
6,975
-1,255
4109
$164K ﹤0.01%
11,112
-2,443
4110
$163K ﹤0.01%
25,069
-3,572
4111
$163K ﹤0.01%
6,312
+1,329
4112
$163K ﹤0.01%
5,114
-1,916
4113
$163K ﹤0.01%
+25,097
4114
$163K ﹤0.01%
4,342
4115
$163K ﹤0.01%
10,492
-2,673
4116
$162K ﹤0.01%
4,849
-4,684
4117
$162K ﹤0.01%
26,770
-4,254
4118
$162K ﹤0.01%
82,109
+14,602
4119
$162K ﹤0.01%
14,474
-29,775
4120
$161K ﹤0.01%
+6,175
4121
$161K ﹤0.01%
9,404
-310,583
4122
$160K ﹤0.01%
27,834
-3,967
4123
$160K ﹤0.01%
5,333
-4,216
4124
$160K ﹤0.01%
14,834
-9,762
4125
$160K ﹤0.01%
4,696
-10,081