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
2151
$9.19M ﹤0.01%
101,541
+1,480
2152
$9.16M ﹤0.01%
276,368
-373,616
2153
$9.15M ﹤0.01%
135,745
+6,015
2154
$9.11M ﹤0.01%
289,222
-42,258
2155
$9.11M ﹤0.01%
400,351
+274,641
2156
$9.09M ﹤0.01%
69,922
+1,353
2157
$9.06M ﹤0.01%
163,372
-3,128
2158
$9.05M ﹤0.01%
370,020
-330,247
2159
$9.04M ﹤0.01%
482,169
+209,474
2160
$8.99M ﹤0.01%
341,183
-156,202
2161
$8.98M ﹤0.01%
150,000
-18,000
2162
$8.98M ﹤0.01%
3,150,868
+676,574
2163
$8.97M ﹤0.01%
82,918
+24,265
2164
$8.95M ﹤0.01%
115,887
+10,284
2165
$8.92M ﹤0.01%
207,732
-66,341
2166
$8.9M ﹤0.01%
152,565
+35,600
2167
$8.86M ﹤0.01%
48,471
-5,523
2168
$8.85M ﹤0.01%
1,967,215
+1,057,537
2169
$8.83M ﹤0.01%
318,044
+74,396
2170
$8.82M ﹤0.01%
686,302
-100,874
2171
$8.81M ﹤0.01%
192,086
+135,283
2172
$8.79M ﹤0.01%
1,548,252
+220,349
2173
$8.77M ﹤0.01%
1,157,574
-2,484,957
2174
$8.77M ﹤0.01%
161,661
+57,811
2175
$8.75M ﹤0.01%
1,055,522
+25,002