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
2676
$2.89M ﹤0.01%
35,057
+5,755
2677
$2.88M ﹤0.01%
163,210
+10,518
2678
$2.88M ﹤0.01%
296,515
+40,486
2679
$2.87M ﹤0.01%
546,484
-150,551
2680
$2.86M ﹤0.01%
43,744
-13,386
2681
$2.86M ﹤0.01%
271,338
+17,896
2682
$2.85M ﹤0.01%
205,579
+12,520
2683
$2.85M ﹤0.01%
116,983
-21,945
2684
$2.84M ﹤0.01%
103,756
+6,798
2685
$2.84M ﹤0.01%
207,582
+19,535
2686
$2.84M ﹤0.01%
603,096
+404,753
2687
$2.84M ﹤0.01%
451,576
-150,129
2688
$2.82M ﹤0.01%
618,401
+409,887
2689
$2.82M ﹤0.01%
177,595
-3,426
2690
$2.81M ﹤0.01%
53,400
+9,734
2691
$2.81M ﹤0.01%
50,942
+19,168
2692
$2.81M ﹤0.01%
56,730
-56,749
2693
$2.8M ﹤0.01%
700,765
+245,497
2694
$2.78M ﹤0.01%
86,567
+25,237
2695
$2.77M ﹤0.01%
129,478
+26,675
2696
$2.77M ﹤0.01%
220,089
+64,908
2697
$2.77M ﹤0.01%
66,536
-845
2698
$2.77M ﹤0.01%
+270,784
2699
$2.77M ﹤0.01%
359,741
+37,946
2700
$2.77M ﹤0.01%
1,574,172
+11,863