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
1976
$9.08M ﹤0.01%
572,049
+181,651
1977
$9.06M ﹤0.01%
321,411
+46,943
1978
$9.05M ﹤0.01%
258,724
+14,623
1979
$9.04M ﹤0.01%
859,623
+640,826
1980
$9.03M ﹤0.01%
50,718
+12,554
1981
$8.99M ﹤0.01%
64,735
+5,218
1982
$8.95M ﹤0.01%
639,662
-1,179,287
1983
$8.94M ﹤0.01%
97,980
-25,026
1984
$8.94M ﹤0.01%
640,682
-893,878
1985
$8.93M ﹤0.01%
235,837
+77,473
1986
$8.92M ﹤0.01%
635,464
-77,276
1987
$8.92M ﹤0.01%
224,179
+42,430
1988
$8.87M ﹤0.01%
47,477
-11,266
1989
$8.84M ﹤0.01%
185,989
-32,937
1990
$8.81M ﹤0.01%
405,268
+1,250
1991
$8.81M ﹤0.01%
316,551
+131,777
1992
$8.8M ﹤0.01%
195,207
-3,806
1993
$8.72M ﹤0.01%
959,782
-710,067
1994
$8.72M ﹤0.01%
629,786
+219,957
1995
$8.71M ﹤0.01%
83,170
+3,621
1996
$8.71M ﹤0.01%
330,723
-78,469
1997
$8.69M ﹤0.01%
80,642
+4,892
1998
$8.66M ﹤0.01%
192,177
+17,393
1999
$8.64M ﹤0.01%
364,189
+10,266
2000
$8.63M ﹤0.01%
218,710
+126,911