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
1251
$27.3M ﹤0.01%
285,285
-262,042
1252
$27.2M ﹤0.01%
611,920
+176,313
1253
$27.2M ﹤0.01%
870,770
-6,115,439
1254
$27.2M ﹤0.01%
742,231
+283,307
1255
$27M ﹤0.01%
1,846,721
-395,656
1256
$27M ﹤0.01%
1,244,481
+162,245
1257
$27M ﹤0.01%
320,572
+5,207
1258
$26.9M ﹤0.01%
719,981
+73,944
1259
$26.8M ﹤0.01%
556,016
+83,615
1260
$26.8M ﹤0.01%
617,021
+103,375
1261
$26.7M ﹤0.01%
979,647
-946,677
1262
$26.7M ﹤0.01%
498,899
+168,178
1263
$26.6M ﹤0.01%
363,916
-155,153
1264
$26.6M ﹤0.01%
1,662,725
-641,532
1265
$26.4M ﹤0.01%
583,927
+101,717
1266
$26.4M ﹤0.01%
510,442
-74
1267
$26.4M ﹤0.01%
582,664
-6,959
1268
$26.3M ﹤0.01%
685,624
+77,886
1269
$26.1M ﹤0.01%
1,019,142
+49,635
1270
$26.1M ﹤0.01%
653,308
+25,307
1271
$25.9M ﹤0.01%
87,395
+7,383
1272
$25.9M ﹤0.01%
+83,014
1273
$25.9M ﹤0.01%
1,209,420
+204,716
1274
$25.8M ﹤0.01%
271,003
+194,171
1275
$25.8M ﹤0.01%
2,194,271
+1,028,383