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
1051
$42.8M 0.01%
345,777
-190,456
1052
$42.8M 0.01%
233,298
+194,673
1053
$42.6M 0.01%
4,735,259
+220,155
1054
$42.6M 0.01%
1,149,446
-581,457
1055
$42.6M 0.01%
2,176,653
-8,916,855
1056
$42.4M 0.01%
580,852
+190,670
1057
$42.4M 0.01%
+1,169,436
1058
$42.3M 0.01%
2,099,181
-231,183
1059
$42.1M 0.01%
656,520
+183,251
1060
$42.1M 0.01%
868,453
+6,683
1061
$42.1M 0.01%
2,486,291
+2,265,174
1062
$42.1M 0.01%
1,019,999
+121,905
1063
$42M 0.01%
995,577
+121,042
1064
$42M 0.01%
530,263
+153,505
1065
$41.7M 0.01%
407,770
+53,343
1066
$41.6M 0.01%
560,985
+40,902
1067
$41.5M 0.01%
261,368
+40,900
1068
$41.4M 0.01%
3,050,400
+92,007
1069
$41.2M 0.01%
768,015
+75,415
1070
$40.9M 0.01%
5,982,535
-522,328
1071
$40.7M 0.01%
732,125
-8,807
1072
$40.4M ﹤0.01%
1,620,403
+84,139
1073
$40.4M ﹤0.01%
1,488,527
+76,693
1074
$40.1M ﹤0.01%
555,702
-17,636
1075
$40M ﹤0.01%
369,618
+52,490