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
1626
$14.9M ﹤0.01%
912,653
-16,094
1627
$14.9M ﹤0.01%
235,696
-23,386
1628
$14.9M ﹤0.01%
200,892
+23,914
1629
$14.8M ﹤0.01%
481,282
+89,426
1630
$14.8M ﹤0.01%
314,501
-1,047,183
1631
$14.8M ﹤0.01%
735,682
-917
1632
$14.8M ﹤0.01%
1,029,627
+31,091
1633
$14.8M ﹤0.01%
808,351
-824,232
1634
$14.7M ﹤0.01%
+5,852,099
1635
$14.7M ﹤0.01%
217,437
-83,745
1636
$14.7M ﹤0.01%
2,381,982
-38,312
1637
$14.7M ﹤0.01%
996,143
+72,200
1638
$14.7M ﹤0.01%
1,047,033
-14,782
1639
$14.7M ﹤0.01%
177,891
+24,686
1640
$14.7M ﹤0.01%
479,421
-30,039
1641
$14.7M ﹤0.01%
719,757
+141,393
1642
$14.6M ﹤0.01%
305,858
-1,921
1643
$14.6M ﹤0.01%
204,017
-9,929
1644
$14.5M ﹤0.01%
404,059
+2,051
1645
$14.5M ﹤0.01%
1,409,805
-638,268
1646
$14.5M ﹤0.01%
204,909
+44,973
1647
$14.5M ﹤0.01%
530,311
+42,518
1648
$14.5M ﹤0.01%
833,860
+127,176
1649
$14.5M ﹤0.01%
325,994
+57,614
1650
$14.5M ﹤0.01%
158,945
-4,804