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
4401
$127K ﹤0.01%
3,847
+1,752
4402
$126K ﹤0.01%
38,830
+29,029
4403
$126K ﹤0.01%
5,640
-175,407
4404
$125K ﹤0.01%
6,200
+3,111
4405
$125K ﹤0.01%
5,224
+131
4406
$125K ﹤0.01%
61,208
-800
4407
$125K ﹤0.01%
15,305
+504
4408
$125K ﹤0.01%
5,551
+2,122
4409
$124K ﹤0.01%
18,297
+249
4410
$124K ﹤0.01%
3,136
+251
4411
$124K ﹤0.01%
78,972
+52,059
4412
$124K ﹤0.01%
+2,470
4413
$124K ﹤0.01%
48,493
+30,499
4414
$123K ﹤0.01%
4,058
+2,272
4415
$123K ﹤0.01%
71,721
+51,664
4416
$122K ﹤0.01%
67,485
-113,287
4417
$122K ﹤0.01%
32,464
+16,743
4418
$122K ﹤0.01%
16,008
4419
$121K ﹤0.01%
9,572
+6,233
4420
$121K ﹤0.01%
5,908
-4,301
4421
$121K ﹤0.01%
2,855
+1,798
4422
$120K ﹤0.01%
2,731
-1
4423
$120K ﹤0.01%
5,689
-714
4424
$120K ﹤0.01%
2,769
+2,620
4425
$118K ﹤0.01%
18,799
-15,003