JP Morgan Chase & Co

JP Morgan Chase & Co 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
$770B
AUM Growth
+$64.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,466
New
Increased
Reduced
Closed

Top Buys

1 +$5.59B
2 +$3.18B
3 +$2.09B
4
NVDA icon
NVIDIA
NVDA
+$2.01B
5
META icon
Meta Platforms (Facebook)
META
+$1.99B

Top Sells

1 +$1.75B
2 +$1.33B
3 +$1.23B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.17B
5
ADP icon
Automatic Data Processing
ADP
+$1.16B

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.97%
4 Consumer Discretionary 9.25%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$122M 0.01%
2,614,012
-127,687
677
$122M 0.01%
1,681,560
-415,113
678
$121M 0.01%
1,581,384
-10,077,647
679
$120M 0.01%
2,496,069
+242,485
680
$119M 0.01%
748,046
-26,413
681
$119M 0.01%
1,866,077
+319,597
682
$116M 0.01%
859,648
+194,134
683
$116M 0.01%
1,742,605
-455,782
684
$114M 0.01%
4,425,364
-6,721,928
685
$114M 0.01%
1,592,633
-436,692
686
$114M 0.01%
2,791,946
+173,467
687
$114M 0.01%
4,303,220
-56,003
688
$114M 0.01%
4,322,969
-269,867
689
$113M 0.01%
1,656,900
+121,372
690
$113M 0.01%
414,801
+21,968
691
$113M 0.01%
2,646,651
+3,332
692
$112M 0.01%
1,656,115
-174,817
693
$112M 0.01%
850,762
+321,324
694
$112M 0.01%
4,021,428
-250,276
695
$111M 0.01%
514,521
+49,159
696
$111M 0.01%
1,385,388
-152,833
697
$110M 0.01%
3,405,129
+37,274
698
$110M 0.01%
2,869,331
+829,601
699
$110M 0.01%
5,870,707
+1,630,224
700
$110M 0.01%
815,658
+36,235