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
4176
$146K ﹤0.01%
11,437
-5,182
4177
$146K ﹤0.01%
17,120
-2,440
4178
$146K ﹤0.01%
18,829
-2,664
4179
$146K ﹤0.01%
20,746
-1,344
4180
$145K ﹤0.01%
4,903
-560
4181
$144K ﹤0.01%
4,589
-6,550
4182
$144K ﹤0.01%
40,830
+18,276
4183
$144K ﹤0.01%
3,167
-572
4184
$143K ﹤0.01%
52,741
+13,014
4185
$143K ﹤0.01%
10,070
-2,310
4186
$142K ﹤0.01%
5,592
-908
4187
$142K ﹤0.01%
16,500
-16,625
4188
$141K ﹤0.01%
11,044
-1,551
4189
$141K ﹤0.01%
21,352
-76,450
4190
$141K ﹤0.01%
29,454
+4,026
4191
$141K ﹤0.01%
27,486
-3,917
4192
$141K ﹤0.01%
13,768
-55,782
4193
$141K ﹤0.01%
20,599
-4,012
4194
$141K ﹤0.01%
+19,777
4195
$141K ﹤0.01%
13,349
-467,613
4196
$140K ﹤0.01%
5,208
-14,510
4197
$140K ﹤0.01%
27,324
+13,370
4198
$140K ﹤0.01%
19,599
-2,792
4199
$139K ﹤0.01%
27,386
-3,903
4200
$139K ﹤0.01%
7,163
-1,398