JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.5%
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 +$2.3B
2 +$2.2B
3 +$2.07B
4
NVDA icon
NVIDIA
NVDA
+$1.94B
5
GS icon
Goldman Sachs
GS
+$1.6B

Top Sells

1 +$2.77B
2 +$1.88B
3 +$1.18B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.14B
5
DHR icon
Danaher
DHR
+$1.06B

Sector Composition

1 Technology 23.79%
2 Healthcare 9.72%
3 Consumer Discretionary 9.7%
4 Financials 9.58%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4676
$62.3K ﹤0.01%
1,080
4677
$61.7K ﹤0.01%
22,196
+5,307
4678
$61.4K ﹤0.01%
3,401
-75,360
4679
$61K ﹤0.01%
6,966
+4,321
4680
$60.7K ﹤0.01%
4,859
-7,130
4681
$60.5K ﹤0.01%
2,652
-394
4682
$60.4K ﹤0.01%
3,536
-4,060
4683
$60.1K ﹤0.01%
7,783
-104,750
4684
$60K ﹤0.01%
4,112
+1,810
4685
$59.9K ﹤0.01%
41,886
+1,257
4686
$59.5K ﹤0.01%
3,457
+61
4687
$59.5K ﹤0.01%
3,428
-111,029
4688
$59.2K ﹤0.01%
+2,767
4689
$59.1K ﹤0.01%
1,559
+908
4690
$59K ﹤0.01%
28,506
+895
4691
$58.9K ﹤0.01%
3,741
-1,454
4692
$58.6K ﹤0.01%
6,686
+6,290
4693
$58.4K ﹤0.01%
592
4694
$58.3K ﹤0.01%
15,848
+449
4695
$57.9K ﹤0.01%
18,082
+235
4696
$57.8K ﹤0.01%
15,713
+5,497
4697
$57.8K ﹤0.01%
5,691
-176
4698
$57.4K ﹤0.01%
+2,703
4699
$57K ﹤0.01%
4,077
-6,485
4700
$56.8K ﹤0.01%
20,000