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
2176
$6.49M ﹤0.01%
303,222
+258,378
2177
$6.49M ﹤0.01%
161,494
+69,004
2178
$6.48M ﹤0.01%
43,827
+1,932
2179
$6.43M ﹤0.01%
108,797
+14,833
2180
$6.42M ﹤0.01%
646,247
+431,653
2181
$6.42M ﹤0.01%
1,014,478
+161,362
2182
$6.4M ﹤0.01%
250,953
-75,184
2183
$6.39M ﹤0.01%
+629,477
2184
$6.38M ﹤0.01%
130,299
+28,783
2185
$6.36M ﹤0.01%
122,139
+15,652
2186
$6.34M ﹤0.01%
81,862
+11,491
2187
$6.33M ﹤0.01%
620,881
+249,795
2188
$6.33M ﹤0.01%
263,027
+51,265
2189
$6.32M ﹤0.01%
201,670
+64,265
2190
$6.31M ﹤0.01%
86,604
+32,840
2191
$6.3M ﹤0.01%
166,747
-32,546
2192
$6.29M ﹤0.01%
290,592
+48,146
2193
$6.29M ﹤0.01%
206,722
-12,241
2194
$6.28M ﹤0.01%
366,814
+100,277
2195
$6.28M ﹤0.01%
513,222
-691
2196
$6.21M ﹤0.01%
238,230
+24,152
2197
$6.19M ﹤0.01%
68,953
-1,598
2198
$6.19M ﹤0.01%
113,435
-2,841
2199
$6.18M ﹤0.01%
90,951
+65,820
2200
$6.16M ﹤0.01%
185,641
+18,217