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
2476
$3.92M ﹤0.01%
385,241
-16,604
2477
$3.91M ﹤0.01%
51,360
-10,546
2478
$3.91M ﹤0.01%
339,439
+15,229
2479
$3.91M ﹤0.01%
97,024
+25,183
2480
$3.9M ﹤0.01%
75,205
+5,181
2481
$3.9M ﹤0.01%
+204,781
2482
$3.89M ﹤0.01%
164,620
+13,033
2483
$3.88M ﹤0.01%
42,853
+1,025
2484
$3.88M ﹤0.01%
16,737
+2,435
2485
$3.85M ﹤0.01%
320,157
+179,925
2486
$3.85M ﹤0.01%
320,637
+72,894
2487
$3.85M ﹤0.01%
101,816
-82,039
2488
$3.84M ﹤0.01%
14,128
+742
2489
$3.82M ﹤0.01%
312,790
+26,447
2490
$3.81M ﹤0.01%
45,142
-3,495
2491
$3.81M ﹤0.01%
98,593
+28,018
2492
$3.78M ﹤0.01%
181,375
-22,883
2493
$3.78M ﹤0.01%
112,909
+39,486
2494
$3.77M ﹤0.01%
405,423
+200,748
2495
$3.76M ﹤0.01%
204,150
+25,356
2496
$3.74M ﹤0.01%
322,613
+200
2497
$3.74M ﹤0.01%
355,909
+333,982
2498
$3.73M ﹤0.01%
101,108
-3,017
2499
$3.73M ﹤0.01%
277,789
-54,329
2500
$3.72M ﹤0.01%
392,504
+49,816