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
4151
$255K ﹤0.01%
4,281
-1,188
4152
$253K ﹤0.01%
103,330
+5,437
4153
$253K ﹤0.01%
13,893
+2,697
4154
$251K ﹤0.01%
41,364
+5,930
4155
$250K ﹤0.01%
6,985
-223
4156
$250K ﹤0.01%
4,700
+3,045
4157
$250K ﹤0.01%
15,567
+15,541
4158
$250K ﹤0.01%
9,603
+5,323
4159
$248K ﹤0.01%
78,813
+48,976
4160
$247K ﹤0.01%
9,187
+2,695
4161
$246K ﹤0.01%
6,596
-11,206
4162
$245K ﹤0.01%
30,339
-241,699
4163
$245K ﹤0.01%
10,532
-102,623
4164
$245K ﹤0.01%
60,441
+4,756
4165
$244K ﹤0.01%
32,588
+616
4166
$244K ﹤0.01%
6,831
-223
4167
$243K ﹤0.01%
8,869
+476
4168
$242K ﹤0.01%
42,565
+1,191
4169
$242K ﹤0.01%
3,034
-1
4170
$242K ﹤0.01%
14,408
+2,099
4171
$241K ﹤0.01%
15,391
+8,025
4172
$241K ﹤0.01%
9,086
+1,981
4173
$239K ﹤0.01%
6,758
+4,797
4174
$238K ﹤0.01%
33,991
+28,748
4175
$237K ﹤0.01%
6,999
-3,060