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
4426
$118K ﹤0.01%
5,231
-11,026
4427
$118K ﹤0.01%
119,021
+9,773
4428
$118K ﹤0.01%
3,887
-5,430
4429
$117K ﹤0.01%
+11,029
4430
$117K ﹤0.01%
1,748
+1,728
4431
$117K ﹤0.01%
182,977
+122,803
4432
$117K ﹤0.01%
44,648
+30,735
4433
$116K ﹤0.01%
+5,000
4434
$116K ﹤0.01%
80,353
+79,582
4435
$115K ﹤0.01%
17,640
+212
4436
$114K ﹤0.01%
23,879
+17,036
4437
$114K ﹤0.01%
27,744
-376,664
4438
$114K ﹤0.01%
21,658
+5,920
4439
$114K ﹤0.01%
5,507
+1,172
4440
$113K ﹤0.01%
5,771
-71
4441
$113K ﹤0.01%
7,552
-3,675
4442
$112K ﹤0.01%
6,787
-286
4443
$112K ﹤0.01%
1,766
-140
4444
$112K ﹤0.01%
3,978
-63,130
4445
$112K ﹤0.01%
14,095
+1,623
4446
$111K ﹤0.01%
4,366
+576
4447
$111K ﹤0.01%
3,636
-32
4448
$110K ﹤0.01%
11,716
+425
4449
$110K ﹤0.01%
3,063
+2,527
4450
$110K ﹤0.01%
+2,715