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
1176
$31.5M ﹤0.01%
1,610,401
+888,167
1177
$31.4M ﹤0.01%
1,896,551
+341,135
1178
$31.3M ﹤0.01%
536,322
+81,972
1179
$31.3M ﹤0.01%
1,133,980
+115,630
1180
$31.3M ﹤0.01%
551,132
+228,207
1181
$31.2M ﹤0.01%
367,904
+87,660
1182
$30.9M ﹤0.01%
881,420
+29,574
1183
$30.9M ﹤0.01%
1,427,878
-272,633
1184
$30.8M ﹤0.01%
13,739,324
-970,770
1185
$30.6M ﹤0.01%
525,693
+15,764
1186
$30.6M ﹤0.01%
278,243
-52,938
1187
$30.5M ﹤0.01%
705,202
+165,275
1188
$30.1M ﹤0.01%
2,566,838
+1,966,166
1189
$30.1M ﹤0.01%
107,922
+5,078
1190
$30M ﹤0.01%
897,871
-124,960
1191
$29.9M ﹤0.01%
744,691
+291,802
1192
$29.9M ﹤0.01%
437,307
-72,318
1193
$29.8M ﹤0.01%
144,841
+10,528
1194
$29.8M ﹤0.01%
1,584,784
-510,707
1195
$29.8M ﹤0.01%
289,945
-621
1196
$29.8M ﹤0.01%
425,425
+44,488
1197
$29.7M ﹤0.01%
97,833
+29,106
1198
$29.7M ﹤0.01%
369,126
+70,146
1199
$29.7M ﹤0.01%
488,512
+72,996
1200
$29.7M ﹤0.01%
537,345
+161,514