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
1226
$28.2M ﹤0.01%
386,944
+265,070
1227
$28.2M ﹤0.01%
3,359,162
+105,671
1228
$28.2M ﹤0.01%
293,979
+24,242
1229
$28.2M ﹤0.01%
886,247
+100,456
1230
$28.1M ﹤0.01%
443,705
+114,573
1231
$28.1M ﹤0.01%
120,833
+18,076
1232
$28.1M ﹤0.01%
340,028
+26,244
1233
$28M ﹤0.01%
348,412
+76,169
1234
$28M ﹤0.01%
+349,996
1235
$28M ﹤0.01%
984,264
+336,799
1236
$27.9M ﹤0.01%
199,686
+41,784
1237
$27.9M ﹤0.01%
433,287
-940,742
1238
$27.8M ﹤0.01%
636,238
-97,665
1239
$27.6M ﹤0.01%
629,636
-410,295
1240
$27.6M ﹤0.01%
1,236,460
+63,094
1241
$27.6M ﹤0.01%
214,548
+22,092
1242
$27.5M ﹤0.01%
1,711,027
+12,671
1243
$27.5M ﹤0.01%
1,198,513
+15,688
1244
$27.5M ﹤0.01%
1,908,364
+119,902
1245
$27.5M ﹤0.01%
773,723
-165,310
1246
$27.4M ﹤0.01%
357,945
+24,321
1247
$27.4M ﹤0.01%
1,752,770
+217,417
1248
$27.4M ﹤0.01%
378,296
+77,534
1249
$27.4M ﹤0.01%
2,989,709
-165,126
1250
$27.3M ﹤0.01%
974,743
+14,187