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
1376
$22M ﹤0.01%
958,522
+349,378
1377
$21.8M ﹤0.01%
214,201
+19,024
1378
$21.8M ﹤0.01%
362,711
+30,131
1379
$21.7M ﹤0.01%
1,862,515
-505,371
1380
$21.7M ﹤0.01%
518,362
+60,530
1381
$21.7M ﹤0.01%
600,410
-59,817
1382
$21.6M ﹤0.01%
261,321
+22,656
1383
$21.6M ﹤0.01%
868,869
-263,274
1384
$21.6M ﹤0.01%
349,145
+33,597
1385
$21.5M ﹤0.01%
549,154
+116,355
1386
$21.5M ﹤0.01%
1,354,416
+1,280,682
1387
$21.5M ﹤0.01%
347,226
-12,396
1388
$21.5M ﹤0.01%
259,638
+26,553
1389
$21.5M ﹤0.01%
841,249
-3,805,801
1390
$21.5M ﹤0.01%
4,290,274
+1,628,272
1391
$21.3M ﹤0.01%
624,284
+377,952
1392
$21.2M ﹤0.01%
622,464
-137,949
1393
$21.2M ﹤0.01%
2,033,616
+831,109
1394
$21.1M ﹤0.01%
641,084
+63,257
1395
$21.1M ﹤0.01%
882,256
-268,429
1396
$21M ﹤0.01%
471,938
+205,229
1397
$21M ﹤0.01%
506,339
+421,130
1398
$20.9M ﹤0.01%
428,680
+161,492
1399
$20.9M ﹤0.01%
1,198,375
-306,742
1400
$20.8M ﹤0.01%
110,870
+10,518