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
1901
$10.2M ﹤0.01%
326,454
+109,116
1902
$10.2M ﹤0.01%
951,922
+72,162
1903
$10.2M ﹤0.01%
+1,000,000
1904
$10.2M ﹤0.01%
319,548
+73,537
1905
$10.2M ﹤0.01%
454,749
+417,800
1906
$10.1M ﹤0.01%
82,121
+21,848
1907
$10.1M ﹤0.01%
182,492
+20,927
1908
$10.1M ﹤0.01%
+200,000
1909
$10.1M ﹤0.01%
48,096
+8,474
1910
$10.1M ﹤0.01%
364,106
+39,029
1911
$10.1M ﹤0.01%
160,912
+32,469
1912
$10.1M ﹤0.01%
1,057,586
+555,441
1913
$10.1M ﹤0.01%
+399,416
1914
$10.1M ﹤0.01%
811,190
+2,422
1915
$10M ﹤0.01%
3,627,721
+124,482
1916
$10M ﹤0.01%
1,162,429
+1,086,185
1917
$9.98M ﹤0.01%
184,764
-252
1918
$9.98M ﹤0.01%
309,290
-283,760
1919
$9.97M ﹤0.01%
411,933
+408,096
1920
$9.97M ﹤0.01%
241,627
-62,442
1921
$9.96M ﹤0.01%
999,377
+149,377
1922
$9.96M ﹤0.01%
403,189
+55,951
1923
$9.94M ﹤0.01%
+194,000
1924
$9.94M ﹤0.01%
61,302
-12,841
1925
$9.89M ﹤0.01%
1,965,363
-102,155