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
2726
$2.65M ﹤0.01%
47,773
-38,322
2727
$2.65M ﹤0.01%
142,715
+59,196
2728
$2.65M ﹤0.01%
271,262
+40,851
2729
$2.63M ﹤0.01%
268,166
+14,982
2730
$2.63M ﹤0.01%
2,067
-32,668
2731
$2.63M ﹤0.01%
501,541
+225,590
2732
$2.63M ﹤0.01%
301,173
+225,732
2733
$2.63M ﹤0.01%
535,718
-133,255
2734
$2.63M ﹤0.01%
154,980
+38,379
2735
$2.63M ﹤0.01%
334,309
+7,306
2736
$2.63M ﹤0.01%
195,468
-201,335
2737
$2.62M ﹤0.01%
250,000
+248,000
2738
$2.61M ﹤0.01%
1,937,197
+41,397
2739
$2.61M ﹤0.01%
2,375,786
-1,406,685
2740
$2.6M ﹤0.01%
80,977
-441,216
2741
$2.6M ﹤0.01%
40,742
+11,501
2742
$2.6M ﹤0.01%
46,156
-3,741
2743
$2.59M ﹤0.01%
92,081
-128,319
2744
$2.58M ﹤0.01%
71,613
+23,558
2745
$2.58M ﹤0.01%
+117,762
2746
$2.57M ﹤0.01%
124,987
-9,024
2747
$2.55M ﹤0.01%
205,301
+148,551
2748
$2.55M ﹤0.01%
415,868
+16,209
2749
$2.55M ﹤0.01%
132,483
+97,409
2750
$2.55M ﹤0.01%
103,919
+30,659