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
2651
$2.99M ﹤0.01%
49,358
-330
2652
$2.98M ﹤0.01%
101,700
+51,999
2653
$2.98M ﹤0.01%
175,626
+143,208
2654
$2.98M ﹤0.01%
45,716
+5,867
2655
$2.98M ﹤0.01%
46,920
+7,968
2656
$2.97M ﹤0.01%
126,123
+364
2657
$2.97M ﹤0.01%
86,463
+4,356
2658
$2.96M ﹤0.01%
15,896
+5,095
2659
$2.96M ﹤0.01%
33,288
2660
$2.96M ﹤0.01%
192,600
-3,770
2661
$2.96M ﹤0.01%
270,404
+12,801
2662
$2.95M ﹤0.01%
158,367
+15,815
2663
$2.95M ﹤0.01%
354,231
+163,116
2664
$2.95M ﹤0.01%
171,663
+18,608
2665
$2.94M ﹤0.01%
126,355
-23,264
2666
$2.94M ﹤0.01%
1,613,297
+80,170
2667
$2.93M ﹤0.01%
55,938
+23,716
2668
$2.93M ﹤0.01%
64,306
+47,085
2669
$2.93M ﹤0.01%
112,992
+39,127
2670
$2.93M ﹤0.01%
61,015
-7,114
2671
$2.92M ﹤0.01%
30,339
+9,082
2672
$2.92M ﹤0.01%
182,751
-59,128
2673
$2.91M ﹤0.01%
126,275
+84,450
2674
$2.91M ﹤0.01%
269,493
+28,073
2675
$2.9M ﹤0.01%
85,166
+28,666