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
1576
$16.2M ﹤0.01%
461,335
+31,012
1577
$16.2M ﹤0.01%
1,583,681
+601,147
1578
$16.1M ﹤0.01%
406,677
+148,299
1579
$16.1M ﹤0.01%
414,963
+123,116
1580
$16.1M ﹤0.01%
338,831
+24,801
1581
$16.1M ﹤0.01%
388,105
+32,961
1582
$16.1M ﹤0.01%
209,745
+134,924
1583
$16M ﹤0.01%
269,051
-14,934
1584
$16M ﹤0.01%
1,285,884
-224,934
1585
$16M ﹤0.01%
152,822
+103,611
1586
$15.9M ﹤0.01%
559,039
-141,496
1587
$15.9M ﹤0.01%
327,718
-76,833
1588
$15.8M ﹤0.01%
333,194
+76,664
1589
$15.8M ﹤0.01%
395,743
+225,514
1590
$15.8M ﹤0.01%
91,686
+21,601
1591
$15.7M ﹤0.01%
110,005
-434,662
1592
$15.7M ﹤0.01%
234,728
+27,204
1593
$15.6M ﹤0.01%
218,761
+2,889
1594
$15.6M ﹤0.01%
146,579
+26,520
1595
$15.6M ﹤0.01%
253,044
+111,367
1596
$15.6M ﹤0.01%
247,166
+52,013
1597
$15.6M ﹤0.01%
197,960
+36,505
1598
$15.6M ﹤0.01%
426,869
+12,950
1599
$15.6M ﹤0.01%
1,410,507
-5,473,332
1600
$15.6M ﹤0.01%
275,238
-611,880