JP Morgan Chase

JP Morgan Chase 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
2251
$5.58M ﹤0.01%
839,656
+174,418
2252
$5.58M ﹤0.01%
336,368
-192,757
2253
$5.57M ﹤0.01%
223,242
-19,052
2254
$5.57M ﹤0.01%
60,656
+20,664
2255
$5.57M ﹤0.01%
269,608
+6,922
2256
$5.56M ﹤0.01%
184,833
+168,398
2257
$5.55M ﹤0.01%
311,446
+245,344
2258
$5.55M ﹤0.01%
222,632
+36,633
2259
$5.54M ﹤0.01%
368,054
-70,961
2260
$5.52M ﹤0.01%
998,796
+520,445
2261
$5.52M ﹤0.01%
779,960
+60,598
2262
$5.51M ﹤0.01%
710,162
+172,597
2263
$5.49M ﹤0.01%
119,681
-56,368
2264
$5.49M ﹤0.01%
138,196
-1,664
2265
$5.49M ﹤0.01%
127,936
+20,085
2266
$5.48M ﹤0.01%
89,111
-27,853
2267
$5.47M ﹤0.01%
320,950
+73,992
2268
$5.46M ﹤0.01%
92,561
+2,247
2269
$5.46M ﹤0.01%
352,611
-212,957
2270
$5.45M ﹤0.01%
221,605
+44,395
2271
$5.45M ﹤0.01%
615,412
+46,252
2272
$5.45M ﹤0.01%
1,137,781
-207,544
2273
$5.45M ﹤0.01%
317,565
+26,033
2274
$5.43M ﹤0.01%
305,253
-422,594
2275
$5.42M ﹤0.01%
932,993
-114,167