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
4676
$61.7K ﹤0.01%
22,196
+5,307
4677
$61.4K ﹤0.01%
3,401
-75,360
4678
$61K ﹤0.01%
6,966
+4,321
4679
$60.7K ﹤0.01%
4,859
-7,130
4680
$60.5K ﹤0.01%
2,652
-394
4681
$60.4K ﹤0.01%
3,536
-4,060
4682
$60.1K ﹤0.01%
7,783
-104,750
4683
$60K ﹤0.01%
4,112
+1,810
4684
$59.9K ﹤0.01%
41,886
+1,257
4685
$59.5K ﹤0.01%
3,457
+61
4686
$59.5K ﹤0.01%
3,428
-111,029
4687
$59.2K ﹤0.01%
+2,767
4688
$59.1K ﹤0.01%
1,559
+908
4689
$59K ﹤0.01%
28,506
+895
4690
$58.9K ﹤0.01%
3,741
-1,454
4691
$58.6K ﹤0.01%
6,686
+6,290
4692
$58.4K ﹤0.01%
592
4693
$58.3K ﹤0.01%
15,848
+449
4694
$57.9K ﹤0.01%
18,082
+235
4695
$57.8K ﹤0.01%
15,713
+5,497
4696
$57.8K ﹤0.01%
5,691
-176
4697
$57.4K ﹤0.01%
+2,703
4698
$57K ﹤0.01%
4,077
-6,485
4699
$56.8K ﹤0.01%
20,000
4700
$56.8K ﹤0.01%
16,500