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
901
$63.2M 0.01%
2,236,587
-292,549
902
$63M 0.01%
1,863,459
+435,482
903
$63M 0.01%
4,535,344
-287,457
904
$62.8M 0.01%
802,402
-1,979,535
905
$62.8M 0.01%
437,578
+122,215
906
$62.8M 0.01%
5,632,997
+3,037,173
907
$62.8M 0.01%
1,025,778
+294,453
908
$62.7M 0.01%
2,717,575
-53,181
909
$62.5M 0.01%
3,515,246
+6,884
910
$62.2M 0.01%
26,817,298
-4,343,476
911
$61.6M 0.01%
1,634,535
+979,367
912
$61.6M 0.01%
777,877
-50,702
913
$61.5M 0.01%
863,577
-162,156
914
$61.4M 0.01%
818,946
+231,857
915
$61.3M 0.01%
1,947,561
+408,994
916
$61.2M 0.01%
504,503
+37,254
917
$61.2M 0.01%
4,057,312
+162,161
918
$61.2M 0.01%
1,917,827
-54,307
919
$61.1M 0.01%
2,481,351
-278,898
920
$61.1M 0.01%
814,896
+91,350
921
$61M 0.01%
841,673
+104,583
922
$60.9M 0.01%
266,238
+17,255
923
$60.9M 0.01%
672,078
+85,206
924
$60.7M 0.01%
1,166,635
+202,782
925
$60.6M 0.01%
880,539
+380,273