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
4101
$278K ﹤0.01%
3,610
+647
4102
$278K ﹤0.01%
24,315
+20,536
4103
$277K ﹤0.01%
31,060
+5,831
4104
$277K ﹤0.01%
15,007
+6,426
4105
$276K ﹤0.01%
1,395
+170
4106
$275K ﹤0.01%
46,319
+875
4107
$274K ﹤0.01%
39,429
+2,756
4108
$274K ﹤0.01%
+2,755
4109
$274K ﹤0.01%
10,576
+8,658
4110
$274K ﹤0.01%
+15,362
4111
$274K ﹤0.01%
37,481
+11,102
4112
$273K ﹤0.01%
13,674
+10,113
4113
$273K ﹤0.01%
9,694
-6,955
4114
$273K ﹤0.01%
38,897
-651
4115
$273K ﹤0.01%
5,072
4116
$272K ﹤0.01%
6,154
-1,209
4117
$270K ﹤0.01%
4,269
-8
4118
$270K ﹤0.01%
139,748
+9,995
4119
$270K ﹤0.01%
4,100
+2,480
4120
$269K ﹤0.01%
42,546
-32,544
4121
$269K ﹤0.01%
+9,305
4122
$269K ﹤0.01%
10,226
-938
4123
$268K ﹤0.01%
75,185
+39,517
4124
$268K ﹤0.01%
35,620
+2,839
4125
$267K ﹤0.01%
6,421
-37,112