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
701
$109M 0.01%
1,592,060
+400,084
702
$109M 0.01%
5,788,769
-1,881,585
703
$109M 0.01%
1,648,452
-198,857
704
$108M 0.01%
1,715,546
-192,908
705
$108M 0.01%
1,027,531
+316,556
706
$108M 0.01%
683,200
-154,712
707
$107M 0.01%
1,519,900
-41,953
708
$107M 0.01%
7,085,679
+2,431,698
709
$107M 0.01%
1,200,095
+98,606
710
$107M 0.01%
1,590,613
-6,190
711
$107M 0.01%
5,984,977
-7,954
712
$106M 0.01%
651,082
+320,153
713
$106M 0.01%
530,704
+85,531
714
$105M 0.01%
1,015,245
+101,351
715
$105M 0.01%
1,456,712
-148,671
716
$105M 0.01%
2,075,704
-551,031
717
$105M 0.01%
2,119,386
+1,056,834
718
$104M 0.01%
2,989,289
-3,147,289
719
$104M 0.01%
8,899,941
+1,867,996
720
$104M 0.01%
4,297,392
+215,867
721
$104M 0.01%
11,073,913
+7,516,372
722
$104M 0.01%
1,837,425
+498,592
723
$104M 0.01%
3,250,325
+35,733
724
$104M 0.01%
302,815
+187,447
725
$103M 0.01%
1,915,665
-94,981