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
76
$2.33B 0.28%
11,686,275
+3,932,657
77
$2.31B 0.28%
29,524,987
-120,881
78
$2.31B 0.28%
5,991,952
-313,730
79
$2.27B 0.28%
10,725,189
-830,291
80
$2.27B 0.28%
7,899,088
+218,531
81
$2.2B 0.27%
830,845
+38,268
82
$2.18B 0.27%
22,980,593
+259,867
83
$2.17B 0.26%
92,676,176
-4,036,253
84
$2.14B 0.26%
16,516,106
-1,443,660
85
$2.13B 0.26%
13,992,891
+1,134,365
86
$2.1B 0.26%
31,200,456
-1,154,339
87
$2.1B 0.26%
9,332,460
+6,015
88
$2.1B 0.26%
19,712,572
-4,082,769
89
$2.08B 0.25%
5,861,175
+152,114
90
$2.08B 0.25%
62,255,084
-570,672
91
$2.08B 0.25%
29,763,899
+1,057,141
92
$2.07B 0.25%
7,234,831
+252,527
93
$2.03B 0.25%
33,257,638
+9,092,855
94
$2.02B 0.25%
55,966,750
-3,059,416
95
$2B 0.24%
6,360,758
+870,350
96
$1.9B 0.23%
9,934,376
+681,519
97
$1.89B 0.23%
46,164,978
+3,565,680
98
$1.87B 0.23%
35,191,880
-2,408,910
99
$1.86B 0.23%
26,012,768
+1,210,666
100
$1.84B 0.22%
7,191,791
-1,437,571