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
1426
$20M ﹤0.01%
219,536
-47,257
1427
$19.9M ﹤0.01%
583,228
+99,134
1428
$19.9M ﹤0.01%
468,205
-116,844
1429
$19.9M ﹤0.01%
259,449
+151,210
1430
$19.8M ﹤0.01%
959,682
-1,709,815
1431
$19.8M ﹤0.01%
936,955
-99,436
1432
$19.7M ﹤0.01%
293,835
+249,499
1433
$19.6M ﹤0.01%
2,377,416
+211,728
1434
$19.6M ﹤0.01%
349,165
+87,233
1435
$19.6M ﹤0.01%
151,269
+23,820
1436
$19.6M ﹤0.01%
412,645
+21,152
1437
$19.6M ﹤0.01%
744,050
-60,398
1438
$19.6M ﹤0.01%
745,941
+86,728
1439
$19.5M ﹤0.01%
324,944
+14,140
1440
$19.5M ﹤0.01%
138,683
+20,673
1441
$19.5M ﹤0.01%
475,771
+50,587
1442
$19.5M ﹤0.01%
200,254
+39,544
1443
$19.5M ﹤0.01%
306,079
-923,785
1444
$19.4M ﹤0.01%
597,697
+31,983
1445
$19.4M ﹤0.01%
1,670,487
+135,144
1446
$19.3M ﹤0.01%
282,815
-16,093
1447
$19.3M ﹤0.01%
1,164,908
-5,580
1448
$19.3M ﹤0.01%
1,678,740
+338,235
1449
$19.2M ﹤0.01%
656,514
-2,262
1450
$19.2M ﹤0.01%
511,970
+200,883