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
1401
$20.8M ﹤0.01%
834,019
+135,969
1402
$20.8M ﹤0.01%
469,750
1403
$20.8M ﹤0.01%
118,326
+37,523
1404
$20.7M ﹤0.01%
1,727,480
+1,057,563
1405
$20.7M ﹤0.01%
901,130
+296,242
1406
$20.7M ﹤0.01%
766,556
+363,559
1407
$20.6M ﹤0.01%
300,899
+13,169
1408
$20.6M ﹤0.01%
859,267
-26,314
1409
$20.6M ﹤0.01%
1,105,939
-100,160
1410
$20.6M ﹤0.01%
549,802
-2,381,380
1411
$20.5M ﹤0.01%
377,516
+163,811
1412
$20.5M ﹤0.01%
618,088
-13,219
1413
$20.4M ﹤0.01%
745,761
-20,296
1414
$20.4M ﹤0.01%
380,459
-390,070
1415
$20.4M ﹤0.01%
2,135,760
+1,715,744
1416
$20.3M ﹤0.01%
491,421
+73,524
1417
$20.3M ﹤0.01%
724,351
+120,622
1418
$20.3M ﹤0.01%
42,350
+9,179
1419
$20.3M ﹤0.01%
151,101
-3,965
1420
$20.2M ﹤0.01%
351,392
-99,255
1421
$20.2M ﹤0.01%
371,748
-61,554
1422
$20.1M ﹤0.01%
297,604
-1,162
1423
$20.1M ﹤0.01%
352,902
+100,420
1424
$20.1M ﹤0.01%
520,221
-259,999
1425
$20M ﹤0.01%
1,105,730
+147,045