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
2526
$3.59M ﹤0.01%
39,560
+486
2527
$3.59M ﹤0.01%
225,003
-30,897
2528
$3.59M ﹤0.01%
28,832
+6,193
2529
$3.58M ﹤0.01%
495,743
+317,440
2530
$3.58M ﹤0.01%
100,688
-2,056,953
2531
$3.58M ﹤0.01%
575,261
-26,759
2532
$3.57M ﹤0.01%
+12,454
2533
$3.57M ﹤0.01%
104,184
-8,479
2534
$3.56M ﹤0.01%
190,607
-38,047
2535
$3.56M ﹤0.01%
542,438
-8,791
2536
$3.55M ﹤0.01%
+350,000
2537
$3.55M ﹤0.01%
80,122
+41,616
2538
$3.54M ﹤0.01%
31,201
+574
2539
$3.54M ﹤0.01%
79,384
-136,631
2540
$3.54M ﹤0.01%
48,089
+9,256
2541
$3.54M ﹤0.01%
99,538
-69,334
2542
$3.53M ﹤0.01%
67,797
+35,129
2543
$3.53M ﹤0.01%
36,159
+1,919
2544
$3.52M ﹤0.01%
+80,000
2545
$3.51M ﹤0.01%
59,628
-1,043,557
2546
$3.51M ﹤0.01%
198,841
-68,531
2547
$3.5M ﹤0.01%
1,291,542
+313,127
2548
$3.5M ﹤0.01%
75,501
+32,208
2549
$3.5M ﹤0.01%
772,187
+159,002
2550
$3.49M ﹤0.01%
151,018
-44,540