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
1951
$9.49M ﹤0.01%
810,840
-58,071
1952
$9.45M ﹤0.01%
318,241
+59,569
1953
$9.45M ﹤0.01%
628,000
+58,693
1954
$9.44M ﹤0.01%
606,821
+204,845
1955
$9.44M ﹤0.01%
214,036
+88,780
1956
$9.43M ﹤0.01%
565,506
+553,820
1957
$9.41M ﹤0.01%
1,008,248
-64,519
1958
$9.4M ﹤0.01%
200,000
1959
$9.39M ﹤0.01%
85,998
+6,166
1960
$9.36M ﹤0.01%
511,984
+36,944
1961
$9.35M ﹤0.01%
307,796
-79,095
1962
$9.34M ﹤0.01%
278,036
+44,607
1963
$9.33M ﹤0.01%
1,170,819
+96,294
1964
$9.31M ﹤0.01%
403,628
+256,043
1965
$9.27M ﹤0.01%
347,916
+221,545
1966
$9.24M ﹤0.01%
76,931
-17,352
1967
$9.23M ﹤0.01%
519,620
+14,922
1968
$9.22M ﹤0.01%
416,946
-451,987
1969
$9.2M ﹤0.01%
104,975
+35,791
1970
$9.19M ﹤0.01%
183,694
+71,114
1971
$9.19M ﹤0.01%
587,351
+135,849
1972
$9.18M ﹤0.01%
869,474
-557,600
1973
$9.16M ﹤0.01%
484,516
-20,537
1974
$9.14M ﹤0.01%
268,804
+9,859
1975
$9.14M ﹤0.01%
351,179
-156,374