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
2451
$5.83M ﹤0.01%
182,397
+103,212
2452
$5.82M ﹤0.01%
96,879
-3,753
2453
$5.82M ﹤0.01%
249,781
+3,770
2454
$5.81M ﹤0.01%
241,761
+853
2455
$5.81M ﹤0.01%
714,094
-2,572
2456
$5.78M ﹤0.01%
80,316
-24,436
2457
$5.75M ﹤0.01%
292,978
-111,073
2458
$5.75M ﹤0.01%
463,344
-66,494
2459
$5.74M ﹤0.01%
237,308
-144,221
2460
$5.73M ﹤0.01%
1,019,659
+604,081
2461
$5.72M ﹤0.01%
138,115
+65,685
2462
$5.72M ﹤0.01%
228,634
+18,867
2463
$5.71M ﹤0.01%
129,095
-4,679
2464
$5.7M ﹤0.01%
+110,772
2465
$5.7M ﹤0.01%
242,371
+240,935
2466
$5.65M ﹤0.01%
56,451
-7,321
2467
$5.65M ﹤0.01%
100,101
-107,816
2468
$5.63M ﹤0.01%
411,298
+75,542
2469
$5.62M ﹤0.01%
1,530,073
+1,208,269
2470
$5.62M ﹤0.01%
396,276
+95,968
2471
$5.61M ﹤0.01%
96,313
-910
2472
$5.58M ﹤0.01%
484,722
+200,873
2473
$5.56M ﹤0.01%
1,415,419
+937,092
2474
$5.56M ﹤0.01%
45,104
-260
2475
$5.56M ﹤0.01%
285,091
+173,270