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
2301
$7.35M ﹤0.01%
338,044
+179,477
2302
$7.33M ﹤0.01%
520,419
+75,431
2303
$7.33M ﹤0.01%
328,979
+42,617
2304
$7.32M ﹤0.01%
1,262,235
+861,689
2305
$7.31M ﹤0.01%
622,573
+66,806
2306
$7.29M ﹤0.01%
364,413
+63,766
2307
$7.27M ﹤0.01%
413,399
-41,362
2308
$7.25M ﹤0.01%
41,380
+19,832
2309
$7.25M ﹤0.01%
90,616
+3,648
2310
$7.24M ﹤0.01%
148,722
+79,208
2311
$7.23M ﹤0.01%
132,207
+44,122
2312
$7.2M ﹤0.01%
427,655
+75,092
2313
$7.2M ﹤0.01%
701,269
-9,530
2314
$7.18M ﹤0.01%
59,680
+58,326
2315
$7.16M ﹤0.01%
80,618
+9,931
2316
$7.16M ﹤0.01%
137,819
+83,204
2317
$7.15M ﹤0.01%
255,144
-70,003
2318
$7.14M ﹤0.01%
157,858
+55,050
2319
$7.1M ﹤0.01%
1,258,207
-566,592
2320
$7.09M ﹤0.01%
292,888
+251,748
2321
$7.08M ﹤0.01%
639,969
-174,269
2322
$7.08M ﹤0.01%
404,196
+356,442
2323
$7.05M ﹤0.01%
247,765
-12,226
2324
$7.05M ﹤0.01%
139,749
+93,666
2325
$7.04M ﹤0.01%
138,004
-6,016