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
1326
$23.6M ﹤0.01%
179,762
+56,371
1327
$23.6M ﹤0.01%
596,984
+250,638
1328
$23.6M ﹤0.01%
384,452
-624
1329
$23.5M ﹤0.01%
581,879
-6,123
1330
$23.5M ﹤0.01%
458,297
+37,592
1331
$23.5M ﹤0.01%
504,843
-6
1332
$23.5M ﹤0.01%
323,305
+121,897
1333
$23.4M ﹤0.01%
243,461
+6,410
1334
$23.4M ﹤0.01%
213,737
+26,829
1335
$23.4M ﹤0.01%
327,991
-65,580
1336
$23.3M ﹤0.01%
544,303
+21,720
1337
$23.3M ﹤0.01%
3,833,401
+68,179
1338
$23.2M ﹤0.01%
135,770
+943
1339
$23.2M ﹤0.01%
604,520
+50,095
1340
$23.2M ﹤0.01%
1,363,600
+230,017
1341
$23.1M ﹤0.01%
795,513
-165,852
1342
$23.1M ﹤0.01%
446,667
+40,234
1343
$23.1M ﹤0.01%
32,855
+7,493
1344
$23M ﹤0.01%
559,627
+33,542
1345
$23M ﹤0.01%
966,494
+54,508
1346
$22.9M ﹤0.01%
420,227
+37,074
1347
$22.9M ﹤0.01%
2,424,731
+551,241
1348
$22.9M ﹤0.01%
3,599,731
+2,867,208
1349
$22.9M ﹤0.01%
157,125
-1,263,609
1350
$22.9M ﹤0.01%
172,305
+45,279