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
1301
$24.8M ﹤0.01%
5,024,544
+1,254,261
1302
$24.8M ﹤0.01%
626,272
+95,426
1303
$24.8M ﹤0.01%
472,156
+60,035
1304
$24.6M ﹤0.01%
5,991,626
+329,046
1305
$24.6M ﹤0.01%
443,317
-45,931
1306
$24.5M ﹤0.01%
1,141,804
+438,629
1307
$24.4M ﹤0.01%
217,745
+1,765
1308
$24.4M ﹤0.01%
104,332
-13,925
1309
$24.4M ﹤0.01%
200,498
+54,912
1310
$24.3M ﹤0.01%
329,861
-19,640
1311
$24.3M ﹤0.01%
1,504,203
-152,637
1312
$24.2M ﹤0.01%
480,963
+3,876
1313
$24.1M ﹤0.01%
357,102
+238,533
1314
$24.1M ﹤0.01%
612,038
+214,336
1315
$24.1M ﹤0.01%
739,169
+110,875
1316
$24.1M ﹤0.01%
2,931,990
-4,586,679
1317
$24.1M ﹤0.01%
169,151
+11,177
1318
$24.1M ﹤0.01%
165,569
+15,618
1319
$24.1M ﹤0.01%
95,002
+10,671
1320
$24M ﹤0.01%
342,485
+23,566
1321
$24M ﹤0.01%
967,416
+566,957
1322
$23.9M ﹤0.01%
1,496,251
-113,013
1323
$23.9M ﹤0.01%
281,840
+132,682
1324
$23.9M ﹤0.01%
676,978
+53,054
1325
$23.8M ﹤0.01%
202,385
+13,881