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
2351
$6.78M ﹤0.01%
441,124
-187,125
2352
$6.78M ﹤0.01%
402,093
+216,158
2353
$6.78M ﹤0.01%
610,379
-122,152
2354
$6.77M ﹤0.01%
141,518
-298,735
2355
$6.76M ﹤0.01%
321,522
-12,585,549
2356
$6.75M ﹤0.01%
2,343,005
-2,057,900
2357
$6.74M ﹤0.01%
271,604
+106,331
2358
$6.74M ﹤0.01%
209,570
+208,564
2359
$6.74M ﹤0.01%
622,095
+97,642
2360
$6.74M ﹤0.01%
386,703
+386,666
2361
$6.72M ﹤0.01%
1,107,630
+284,475
2362
$6.72M ﹤0.01%
264,673
+39,312
2363
$6.72M ﹤0.01%
67,581
+66,027
2364
$6.71M ﹤0.01%
156,125
+9,724
2365
$6.68M ﹤0.01%
140,360
-16,845
2366
$6.67M ﹤0.01%
150,955
+88,065
2367
$6.66M ﹤0.01%
188,344
-36,212
2368
$6.66M ﹤0.01%
167,273
+92,248
2369
$6.65M ﹤0.01%
69,574
-380,056
2370
$6.65M ﹤0.01%
140,491
+95,547
2371
$6.63M ﹤0.01%
177,878
+32,780
2372
$6.62M ﹤0.01%
210,814
-30,056
2373
$6.61M ﹤0.01%
29,813
+5,045
2374
$6.6M ﹤0.01%
55,181
-1,691
2375
$6.6M ﹤0.01%
41,920
-29,426