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
2076
$7.74M ﹤0.01%
293,822
+59,497
2077
$7.72M ﹤0.01%
734,851
-72,107
2078
$7.71M ﹤0.01%
395,615
+49,069
2079
$7.71M ﹤0.01%
594,731
-47,004
2080
$7.7M ﹤0.01%
513,710
+79,821
2081
$7.69M ﹤0.01%
121,680
+28,710
2082
$7.69M ﹤0.01%
1,942,785
-1,114,295
2083
$7.69M ﹤0.01%
187,014
+85,258
2084
$7.68M ﹤0.01%
171,517
+94,330
2085
$7.67M ﹤0.01%
211,771
-31,084
2086
$7.64M ﹤0.01%
156,124
+126,258
2087
$7.63M ﹤0.01%
72,255
+5,520
2088
$7.61M ﹤0.01%
602,785
-735,010
2089
$7.58M ﹤0.01%
380,027
-12,127
2090
$7.57M ﹤0.01%
440,313
+339
2091
$7.55M ﹤0.01%
595,278
+115,729
2092
$7.55M ﹤0.01%
119,750
+21,768
2093
$7.55M ﹤0.01%
294,326
+102,197
2094
$7.55M ﹤0.01%
99,675
+67,753
2095
$7.5M ﹤0.01%
211,544
+204,180
2096
$7.48M ﹤0.01%
631,746
-575,405
2097
$7.48M ﹤0.01%
219,989
-5,702
2098
$7.47M ﹤0.01%
347,590
-58,881
2099
$7.47M ﹤0.01%
364,144
-1,032,042
2100
$7.47M ﹤0.01%
196,521
+100,278