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
1776
$12.1M ﹤0.01%
351,016
+58,660
1777
$12.1M ﹤0.01%
349,381
+31,827
1778
$12.1M ﹤0.01%
296,090
+265,971
1779
$12.1M ﹤0.01%
267,346
+34,030
1780
$12.1M ﹤0.01%
407,495
+47,771
1781
$12.1M ﹤0.01%
372,559
-92,678
1782
$12M ﹤0.01%
376,368
+12,820
1783
$12M ﹤0.01%
352,386
+37,030
1784
$12M ﹤0.01%
262,001
-820,195
1785
$12M ﹤0.01%
363,054
+228,826
1786
$12M ﹤0.01%
431,398
+288,760
1787
$12M ﹤0.01%
61,502
+6,358
1788
$12M ﹤0.01%
370,175
+108,546
1789
$12M ﹤0.01%
576,747
+74,775
1790
$12M ﹤0.01%
449,385
+31,395
1791
$12M ﹤0.01%
128,133
-10,109
1792
$11.9M ﹤0.01%
335,383
+147,315
1793
$11.9M ﹤0.01%
92,806
+9,711
1794
$11.9M ﹤0.01%
292,568
-19,925
1795
$11.9M ﹤0.01%
206,283
-16,867
1796
$11.9M ﹤0.01%
664,935
-112,157
1797
$11.9M ﹤0.01%
51,965
+8,375
1798
$11.9M ﹤0.01%
406,868
+213,993
1799
$11.9M ﹤0.01%
1,096,884
+140,956
1800
$11.8M ﹤0.01%
229,561
+13,297