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
5026
$13K ﹤0.01%
767
-25
5027
$13K ﹤0.01%
+1,275
5028
$12.9K ﹤0.01%
887
+22
5029
$12.8K ﹤0.01%
+129
5030
$12.8K ﹤0.01%
263
-7,891
5031
$12.7K ﹤0.01%
+355
5032
$12.7K ﹤0.01%
+275
5033
$12.7K ﹤0.01%
600
5034
$12.5K ﹤0.01%
171
+5
5035
$12.5K ﹤0.01%
214
+46
5036
$12.4K ﹤0.01%
10,478
-4,136
5037
$12.3K ﹤0.01%
5,966
+106
5038
$12.2K ﹤0.01%
+311
5039
$12.2K ﹤0.01%
153
-3,996
5040
$12K ﹤0.01%
997
5041
$12K ﹤0.01%
1,474
5042
$12K ﹤0.01%
+200
5043
$12K ﹤0.01%
+894
5044
$11.9K ﹤0.01%
2,802
+2
5045
$11.9K ﹤0.01%
+213
5046
$11.9K ﹤0.01%
600
+449
5047
$11.9K ﹤0.01%
330
+43
5048
$11.7K ﹤0.01%
+200
5049
$11.6K ﹤0.01%
4,139
+136
5050
$11.5K ﹤0.01%
12,365
+3,201