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
1851
$10.9M ﹤0.01%
178,351
+70,634
1852
$10.9M ﹤0.01%
219,844
+55,122
1853
$10.9M ﹤0.01%
291,602
+57,783
1854
$10.8M ﹤0.01%
195,981
-13,769
1855
$10.8M ﹤0.01%
155,425
+21,653
1856
$10.8M ﹤0.01%
307,493
+101,303
1857
$10.8M ﹤0.01%
338,588
+88,745
1858
$10.8M ﹤0.01%
6,272,789
-966,022
1859
$10.8M ﹤0.01%
110,062
+29,749
1860
$10.8M ﹤0.01%
187,701
+18,452
1861
$10.7M ﹤0.01%
742,610
+53,661
1862
$10.7M ﹤0.01%
174,156
+6,579
1863
$10.7M ﹤0.01%
148,654
-14,031
1864
$10.7M ﹤0.01%
419,619
+81,142
1865
$10.7M ﹤0.01%
2,495,109
-1,800,222
1866
$10.7M ﹤0.01%
7,086,791
+332,792
1867
$10.7M ﹤0.01%
34,775
+247
1868
$10.7M ﹤0.01%
342,606
+4,870
1869
$10.7M ﹤0.01%
988,582
+76,976
1870
$10.7M ﹤0.01%
1,281,506
+51,458
1871
$10.7M ﹤0.01%
206,838
+7,128
1872
$10.7M ﹤0.01%
116,781
-2,040
1873
$10.6M ﹤0.01%
682,664
+29,841
1874
$10.6M ﹤0.01%
1,335,567
+128,909
1875
$10.6M ﹤0.01%
433,179
+4,454