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
1826
$11.3M ﹤0.01%
538,677
+101,865
1827
$11.3M ﹤0.01%
151,273
-49,989
1828
$11.3M ﹤0.01%
1,271,900
+660,539
1829
$11.2M ﹤0.01%
123,243
-44,173
1830
$11.2M ﹤0.01%
575,684
-311,788
1831
$11.2M ﹤0.01%
198,851
+54,795
1832
$11.2M ﹤0.01%
350,161
+95,620
1833
$11.1M ﹤0.01%
575,702
+223,336
1834
$11.1M ﹤0.01%
1,060,309
+53,436
1835
$11.1M ﹤0.01%
889,203
+16,543
1836
$11.1M ﹤0.01%
172,868
+21,405
1837
$11M ﹤0.01%
226,212
+31,513
1838
$11M ﹤0.01%
373,551
+349,720
1839
$11M ﹤0.01%
538,925
+33,838
1840
$11M ﹤0.01%
292,896
+39,964
1841
$11M ﹤0.01%
905,243
-595,026
1842
$11M ﹤0.01%
1,109,364
-98,456
1843
$11M ﹤0.01%
291,259
+8,468
1844
$10.9M ﹤0.01%
76,693
-23,307
1845
$10.9M ﹤0.01%
596,581
+4,523
1846
$10.9M ﹤0.01%
101,586
-25,489
1847
$10.9M ﹤0.01%
109,142
+58,254
1848
$10.9M ﹤0.01%
3,781,023
+2,523,430
1849
$10.9M ﹤0.01%
417,204
-9,222
1850
$10.9M ﹤0.01%
1,247,711
+191,800