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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
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 23.78%
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
6101
-1,240
6102
-259,739
6103
-38
6104
-116
6105
-5,000
6106
-29
6107
-9
6108
0
6109
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6110
-100
6111
-55
6112
-2,698
6113
-4,475
6114
-82,164
6115
0
6116
0
6117
-243
6118
-95,099
6119
0
6120
-7,835
6121
-13,833
6122
-477
6123
0
6124
0
6125
-25