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
1801
$11.8M ﹤0.01%
845,436
+243,006
1802
$11.8M ﹤0.01%
105,343
+3,629
1803
$11.8M ﹤0.01%
557,535
+24,619
1804
$11.8M ﹤0.01%
173,164
-13,405
1805
$11.8M ﹤0.01%
194,671
+18,882
1806
$11.8M ﹤0.01%
56,403
+2,542
1807
$11.7M ﹤0.01%
458,416
+153,332
1808
$11.7M ﹤0.01%
681,382
+36,938
1809
$11.7M ﹤0.01%
297,483
-9,973
1810
$11.6M ﹤0.01%
265,119
-13,267
1811
$11.6M ﹤0.01%
266,476
+4,435
1812
$11.6M ﹤0.01%
549,085
+10,959
1813
$11.6M ﹤0.01%
289,068
-6,087
1814
$11.6M ﹤0.01%
+1,111,000
1815
$11.5M ﹤0.01%
85,045
-20,809
1816
$11.5M ﹤0.01%
516,776
-194,058
1817
$11.4M ﹤0.01%
321,559
+44,633
1818
$11.4M ﹤0.01%
116,812
+22,341
1819
$11.4M ﹤0.01%
235,567
+203,334
1820
$11.4M ﹤0.01%
120,855
+24,283
1821
$11.3M ﹤0.01%
631,255
-12,227
1822
$11.3M ﹤0.01%
1,726,300
+171,353
1823
$11.3M ﹤0.01%
+37,233
1824
$11.3M ﹤0.01%
19,992
+1,083
1825
$11.3M ﹤0.01%
246,198
-158,967