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
2051
$8.05M ﹤0.01%
138,231
+42,077
2052
$8.04M ﹤0.01%
205,460
+102,661
2053
$8.04M ﹤0.01%
367,302
-61,405
2054
$8.04M ﹤0.01%
276,304
+34,978
2055
$8.03M ﹤0.01%
3,305,991
+29,193
2056
$8.02M ﹤0.01%
265,455
+25,510
2057
$8.02M ﹤0.01%
61,661
-19,175
2058
$7.99M ﹤0.01%
285,897
-378,614
2059
$7.99M ﹤0.01%
2,048,548
+21,540
2060
$7.99M ﹤0.01%
2,442,303
+66,301
2061
$7.98M ﹤0.01%
947,589
+158,581
2062
$7.97M ﹤0.01%
793,419
-4,222,021
2063
$7.95M ﹤0.01%
271,260
+111,849
2064
$7.94M ﹤0.01%
186,410
-86,880
2065
$7.92M ﹤0.01%
270,980
+94,110
2066
$7.87M ﹤0.01%
253,500
+6,790
2067
$7.84M ﹤0.01%
378,259
-16,426
2068
$7.84M ﹤0.01%
607,938
-235,897
2069
$7.83M ﹤0.01%
233,650
+216,697
2070
$7.82M ﹤0.01%
146,216
+39,042
2071
$7.78M ﹤0.01%
154,351
+51,172
2072
$7.78M ﹤0.01%
134,213
+30,201
2073
$7.77M ﹤0.01%
1,460,378
-986
2074
$7.76M ﹤0.01%
304,534
+5,323
2075
$7.75M ﹤0.01%
148,228
+4,025