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
$857B
AUM Growth
-$16.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,847
New
Increased
Reduced
Closed

Top Buys

1 +$3.57B
2 +$2.84B
3 +$2.47B
4
MA icon
Mastercard
MA
+$1.44B
5
META icon
Meta Platforms (Facebook)
META
+$1.31B

Top Sells

1 +$4.44B
2 +$3.14B
3 +$1.87B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.84B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57B

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$5.22M ﹤0.01%
357,967
-4,033
2302
$5.19M ﹤0.01%
2,415,113
+906,080
2303
$5.19M ﹤0.01%
59,844
+1,294
2304
$5.18M ﹤0.01%
112,609
+6,376
2305
$5.17M ﹤0.01%
+187,519
2306
$5.17M ﹤0.01%
374,341
-28,896
2307
$5.16M ﹤0.01%
229,335
+56,445
2308
$5.16M ﹤0.01%
116,502
+1,395
2309
$5.15M ﹤0.01%
105,174
-15,028
2310
$5.14M ﹤0.01%
241,506
-82,898
2311
$5.13M ﹤0.01%
91,322
+2,339
2312
$5.13M ﹤0.01%
137,142
-446,681
2313
$5.13M ﹤0.01%
459,050
+1,226
2314
$5.12M ﹤0.01%
108,789
+20,079
2315
$5.11M ﹤0.01%
195,013
-4,434
2316
$5.1M ﹤0.01%
50,644
-2,392
2317
$5.09M ﹤0.01%
104,327
-29,060
2318
$5.08M ﹤0.01%
434,917
-250,788
2319
$5.08M ﹤0.01%
83,539
-4,677
2320
$5.07M ﹤0.01%
260,860
-95,939
2321
$5.05M ﹤0.01%
95,705
+50,420
2322
$5.01M ﹤0.01%
58,266
-268
2323
$5.01M ﹤0.01%
247,539
+131,222
2324
$4.99M ﹤0.01%
147,398
+10,416
2325
$4.98M ﹤0.01%
+100,000