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
2501
$3.72M ﹤0.01%
865,914
+111,834
2502
$3.72M ﹤0.01%
968,733
+752,266
2503
$3.72M ﹤0.01%
180,493
-88,673
2504
$3.71M ﹤0.01%
131,904
+9,153
2505
$3.7M ﹤0.01%
402,389
+13,270
2506
$3.7M ﹤0.01%
74,822
+15,579
2507
$3.69M ﹤0.01%
97,001
+84,237
2508
$3.69M ﹤0.01%
258,226
-93,196
2509
$3.69M ﹤0.01%
130,063
+18,648
2510
$3.69M ﹤0.01%
264,704
+251,563
2511
$3.68M ﹤0.01%
78,876
+8,132
2512
$3.68M ﹤0.01%
54,356
+10,413
2513
$3.67M ﹤0.01%
206,677
+25,243
2514
$3.67M ﹤0.01%
105,298
-300
2515
$3.67M ﹤0.01%
157,862
+17,176
2516
$3.67M ﹤0.01%
37,890
+15,083
2517
$3.67M ﹤0.01%
74,135
-950
2518
$3.67M ﹤0.01%
70,211
-8,204
2519
$3.66M ﹤0.01%
155,752
-2,123
2520
$3.66M ﹤0.01%
157,964
+5,979
2521
$3.65M ﹤0.01%
72,099
-3,975
2522
$3.61M ﹤0.01%
244,321
+133,315
2523
$3.61M ﹤0.01%
250,000
2524
$3.6M ﹤0.01%
465,064
+60,272
2525
$3.6M ﹤0.01%
171,514
-97,838