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
1451
$19.2M ﹤0.01%
84,692
-7,867
1452
$19.2M ﹤0.01%
204,848
-7,011
1453
$19.1M ﹤0.01%
206,428
+7,249
1454
$19.1M ﹤0.01%
707,571
+241,215
1455
$19.1M ﹤0.01%
481,185
-17,388
1456
$19.1M ﹤0.01%
96,765
+20,733
1457
$19.1M ﹤0.01%
4,002,884
-93,667
1458
$19.1M ﹤0.01%
238,409
+472
1459
$19.1M ﹤0.01%
388,328
+11,615
1460
$19.1M ﹤0.01%
920,197
-39,345
1461
$19M ﹤0.01%
1,544,021
+74,352
1462
$19M ﹤0.01%
782,096
+83,003
1463
$19M ﹤0.01%
299,729
-243,105
1464
$19M ﹤0.01%
176,679
+39,448
1465
$19M ﹤0.01%
204,406
-588,807
1466
$19M ﹤0.01%
267,977
-1,772,682
1467
$18.9M ﹤0.01%
288,404
+37,351
1468
$18.9M ﹤0.01%
298,058
+4,182
1469
$18.8M ﹤0.01%
81,240
+44,324
1470
$18.8M ﹤0.01%
1,706,426
+391,687
1471
$18.8M ﹤0.01%
287,793
+58,141
1472
$18.8M ﹤0.01%
3,243,899
+836,878
1473
$18.7M ﹤0.01%
735,204
+131,384
1474
$18.7M ﹤0.01%
523,868
+186,122
1475
$18.7M ﹤0.01%
89,859
+8,980