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
5051
$11.4K ﹤0.01%
567
+542
5052
$11.4K ﹤0.01%
499
-2,213
5053
$11.3K ﹤0.01%
366
-796
5054
$11.2K ﹤0.01%
+3,333
5055
$11.1K ﹤0.01%
1,370
-290
5056
$11.1K ﹤0.01%
474
+335
5057
$11K ﹤0.01%
1,309
+1,300
5058
$11K ﹤0.01%
+1,600
5059
$11K ﹤0.01%
10,000
5060
$11K ﹤0.01%
227
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5061
$10.9K ﹤0.01%
841
-2
5062
$10.8K ﹤0.01%
1,060
-203,851
5063
$10.5K ﹤0.01%
317
-9
5064
$10.5K ﹤0.01%
+2,800
5065
$10.4K ﹤0.01%
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5066
$10.2K ﹤0.01%
1,068
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5067
$10.2K ﹤0.01%
+1,466
5068
$10.1K ﹤0.01%
+267
5069
0
5070
$10K ﹤0.01%
997
-261,622
5071
$9.83K ﹤0.01%
252
+110
5072
$9.79K ﹤0.01%
5,125
-424
5073
$9.78K ﹤0.01%
250
5074
$9.75K ﹤0.01%
8,476
-428
5075
$9.74K ﹤0.01%
375
+373