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
2326
$7.04M ﹤0.01%
70,918
-4
2327
$6.98M ﹤0.01%
743,445
+107,014
2328
$6.97M ﹤0.01%
278,333
-7,402
2329
$6.97M ﹤0.01%
94,225
+35,859
2330
$6.96M ﹤0.01%
99,388
-54,760
2331
$6.95M ﹤0.01%
73,678
-12,719
2332
$6.95M ﹤0.01%
538,904
+497,684
2333
$6.93M ﹤0.01%
232,568
+34,008
2334
$6.91M ﹤0.01%
382,844
+48,618
2335
$6.9M ﹤0.01%
884,867
+873,002
2336
$6.9M ﹤0.01%
967,384
+624,878
2337
$6.87M ﹤0.01%
61,385
+16,904
2338
$6.86M ﹤0.01%
235,386
+14,324
2339
$6.85M ﹤0.01%
155,833
+5,185
2340
$6.85M ﹤0.01%
134,584
+95,787
2341
$6.85M ﹤0.01%
161,669
-14,229
2342
$6.83M ﹤0.01%
553,272
-111,510
2343
$6.82M ﹤0.01%
251,142
+139,485
2344
$6.82M ﹤0.01%
609,519
+570,879
2345
$6.82M ﹤0.01%
306,067
-939,343
2346
$6.81M ﹤0.01%
506,872
-3,296
2347
$6.8M ﹤0.01%
197,574
+25,343
2348
$6.8M ﹤0.01%
596,602
-23,884
2349
$6.8M ﹤0.01%
294,416
+41,316
2350
$6.79M ﹤0.01%
806,000
+53,264