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
4751
$48.8K ﹤0.01%
3,012
+1,799
4752
$48.7K ﹤0.01%
+934
4753
$48.2K ﹤0.01%
1,007
+1,000
4754
$48K ﹤0.01%
40,649
+2,292
4755
$47.9K ﹤0.01%
5,539
+5,114
4756
$47.9K ﹤0.01%
24,822
+661
4757
$47.7K ﹤0.01%
2,492
-466
4758
$47.3K ﹤0.01%
3,538
+1,918
4759
$46.8K ﹤0.01%
1,816
-129
4760
$46.8K ﹤0.01%
4,213
-2
4761
$46.7K ﹤0.01%
1,247
+466
4762
$46.6K ﹤0.01%
6,075
+198
4763
$46.5K ﹤0.01%
17,406
+685
4764
$46K ﹤0.01%
953
-1
4765
$45.8K ﹤0.01%
1,306
+645
4766
$45.7K ﹤0.01%
1,359
+46
4767
$45.6K ﹤0.01%
11,160
-13,179
4768
$45.6K ﹤0.01%
+1,347
4769
$45.5K ﹤0.01%
808
+530
4770
0
4771
$45.1K ﹤0.01%
1,428
4772
$45.1K ﹤0.01%
1,481
-4,456
4773
$45.1K ﹤0.01%
19,600
+477
4774
$45K ﹤0.01%
5,848
+209
4775
$45K ﹤0.01%
9,301
+7,223