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
4626
$70.4K ﹤0.01%
23,949
-465
4627
$70.4K ﹤0.01%
73,327
+1,326
4628
$70.2K ﹤0.01%
10,069
+447
4629
$70K ﹤0.01%
+1,425
4630
$69.6K ﹤0.01%
+1,554
4631
$69.2K ﹤0.01%
10,072
+335
4632
$69.1K ﹤0.01%
10,180
-62,589
4633
$68.9K ﹤0.01%
+1,615
4634
$68.6K ﹤0.01%
11,938
-48,929
4635
$68.5K ﹤0.01%
1,111
+732
4636
$68.4K ﹤0.01%
1,723
-121
4637
$68.4K ﹤0.01%
13,028
4638
$68.2K ﹤0.01%
1,991
-20,548
4639
$67.9K ﹤0.01%
11,754
+458
4640
$67.9K ﹤0.01%
22,867
+13,937
4641
$67.5K ﹤0.01%
22,282
-519
4642
$67.3K ﹤0.01%
2,754
+278
4643
$67.2K ﹤0.01%
1,839
+119
4644
$67.2K ﹤0.01%
8,694
+770
4645
$67.1K ﹤0.01%
2,329
+1,505
4646
$66.9K ﹤0.01%
8,215
+151
4647
$66.5K ﹤0.01%
45,575
-6,632
4648
$66.3K ﹤0.01%
2,881
+650
4649
$66.3K ﹤0.01%
30,689
+15,291
4650
$66.1K ﹤0.01%
30,593