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
2101
$7.44M ﹤0.01%
138,570
+18,335
2102
$7.44M ﹤0.01%
73,604
+4,676
2103
$7.41M ﹤0.01%
158,127
+310
2104
$7.37M ﹤0.01%
348,853
+12,452
2105
$7.36M ﹤0.01%
723,386
-140
2106
$7.35M ﹤0.01%
305,059
+265,755
2107
$7.34M ﹤0.01%
1,054,520
+580,458
2108
$7.33M ﹤0.01%
394,043
+74,889
2109
$7.31M ﹤0.01%
278,023
+55,561
2110
$7.3M ﹤0.01%
145,301
+61,050
2111
$7.28M ﹤0.01%
237,008
+68,431
2112
$7.27M ﹤0.01%
809,644
+514,462
2113
$7.27M ﹤0.01%
206,908
+18,915
2114
$7.25M ﹤0.01%
520,816
+211,705
2115
$7.24M ﹤0.01%
123,460
+35,840
2116
$7.24M ﹤0.01%
241,964
-2,750,826
2117
$7.22M ﹤0.01%
63,355
-34,407
2118
$7.21M ﹤0.01%
180,775
+26,416
2119
$7.2M ﹤0.01%
1,433,647
+588,510
2120
$7.19M ﹤0.01%
56,881
+10,500
2121
$7.17M ﹤0.01%
312,633
-53,876
2122
$7.16M ﹤0.01%
526,157
-57,801
2123
$7.15M ﹤0.01%
459,781
-1,073
2124
$7.1M ﹤0.01%
801,285
-69,833
2125
$7.09M ﹤0.01%
53,242
+8,913