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
1476
$18.7M ﹤0.01%
570,458
+288,340
1477
$18.7M ﹤0.01%
472,911
+176,296
1478
$18.5M ﹤0.01%
1,624,032
-188,239
1479
$18.5M ﹤0.01%
217,426
+93,864
1480
$18.5M ﹤0.01%
452,339
-114,175
1481
$18.5M ﹤0.01%
95,304
-5,165
1482
$18.5M ﹤0.01%
591,851
+30,218
1483
$18.4M ﹤0.01%
469,556
+51,311
1484
$18.4M ﹤0.01%
443,317
+93,088
1485
$18.4M ﹤0.01%
720,211
+165,078
1486
$18.4M ﹤0.01%
191,943
-434,605
1487
$18.4M ﹤0.01%
658,642
+630,525
1488
$18.4M ﹤0.01%
14,390
+2,099
1489
$18.4M ﹤0.01%
130,277
+2,277
1490
$18.3M ﹤0.01%
201,664
+9,315
1491
$18.3M ﹤0.01%
819,792
+40,591
1492
$18.3M ﹤0.01%
674,961
+165,636
1493
$18.3M ﹤0.01%
616,538
+367,154
1494
$18.2M ﹤0.01%
124,320
+20,371
1495
$18.2M ﹤0.01%
520,761
+152,975
1496
$18.2M ﹤0.01%
450,000
-10,000
1497
$18.2M ﹤0.01%
981,159
+251,497
1498
$18.1M ﹤0.01%
95,150
-466
1499
$18.1M ﹤0.01%
594,506
+5,992
1500
$18M ﹤0.01%
1,729,736
-1,005,753