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
4276
$180K ﹤0.01%
8,009
+5,013
4277
$180K ﹤0.01%
62,948
+32,785
4278
$180K ﹤0.01%
9,354
-1,419
4279
$179K ﹤0.01%
12,807
+3,561
4280
$179K ﹤0.01%
+1,865
4281
$179K ﹤0.01%
12,007
-11,612
4282
$178K ﹤0.01%
17,667
-390
4283
$177K ﹤0.01%
4,172
-3,415
4284
$175K ﹤0.01%
147,268
+26,531
4285
$175K ﹤0.01%
4,622
+2,065
4286
$174K ﹤0.01%
13,515
-77,334
4287
$173K ﹤0.01%
2,604
-587
4288
$173K ﹤0.01%
36,585
+26,742
4289
$173K ﹤0.01%
10,812
+242
4290
$172K ﹤0.01%
35,412
+26,410
4291
$172K ﹤0.01%
4,899
-54
4292
$171K ﹤0.01%
3,710
-59,405
4293
$170K ﹤0.01%
146,953
+31,315
4294
$170K ﹤0.01%
10,285
-1,996
4295
$170K ﹤0.01%
1,080
-85
4296
$170K ﹤0.01%
6,803
+4,190
4297
$169K ﹤0.01%
124,580
+95,249
4298
$169K ﹤0.01%
1,545
+813
4299
$169K ﹤0.01%
8,673
-7,184
4300
$169K ﹤0.01%
18,901
-30,447