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
5101
$8.43K ﹤0.01%
602
+553
5102
$8.29K ﹤0.01%
22,512
+13,188
5103
$8.24K ﹤0.01%
+160
5104
$8.18K ﹤0.01%
115
-1
5105
$8.06K ﹤0.01%
2,800
5106
$7.85K ﹤0.01%
900
+859
5107
$7.82K ﹤0.01%
+3,705
5108
$7.81K ﹤0.01%
+320
5109
$7.79K ﹤0.01%
+625
5110
$7.75K ﹤0.01%
285
-1,449
5111
$7.67K ﹤0.01%
385
-1,528
5112
$7.63K ﹤0.01%
36
+23
5113
$7.6K ﹤0.01%
+2,500
5114
$7.58K ﹤0.01%
131
5115
$7.5K ﹤0.01%
261
5116
$7.49K ﹤0.01%
647
-2,275
5117
$7.47K ﹤0.01%
82
+76
5118
$7.45K ﹤0.01%
+2,285
5119
0
5120
$7.38K ﹤0.01%
1,300
5121
$7.25K ﹤0.01%
495
-5
5122
$7.24K ﹤0.01%
+5,789
5123
$7.22K ﹤0.01%
497
-5,564
5124
$7.19K ﹤0.01%
+420
5125
$7.07K ﹤0.01%
179
-6,496