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
2776
$2.45M ﹤0.01%
58,858
+4,886
2777
$2.45M ﹤0.01%
102,762
+15,802
2778
$2.44M ﹤0.01%
60,000
+59,967
2779
$2.44M ﹤0.01%
106,133
-197,029
2780
$2.44M ﹤0.01%
206,834
-337,484
2781
$2.43M ﹤0.01%
47,370
-37,840
2782
$2.43M ﹤0.01%
96,698
+35,632
2783
$2.43M ﹤0.01%
29,501
+22,112
2784
$2.42M ﹤0.01%
28,635
+12,915
2785
$2.42M ﹤0.01%
56,974
-618
2786
$2.42M ﹤0.01%
74,711
+47,979
2787
$2.41M ﹤0.01%
57,942
+10,726
2788
$2.41M ﹤0.01%
238,000
+88,000
2789
$2.41M ﹤0.01%
45,545
-1,114
2790
$2.4M ﹤0.01%
165,300
+18,273
2791
$2.4M ﹤0.01%
91,455
+48,043
2792
$2.4M ﹤0.01%
142,236
-2,305
2793
$2.4M ﹤0.01%
370,251
-33,278
2794
$2.4M ﹤0.01%
68,731
+39,471
2795
$2.39M ﹤0.01%
231,210
-66,411
2796
$2.38M ﹤0.01%
54,460
+44,183
2797
$2.38M ﹤0.01%
60,482
-78,009
2798
$2.38M ﹤0.01%
229,698
-123,382
2799
$2.37M ﹤0.01%
252,188
+65,201
2800
$2.37M ﹤0.01%
74,128
+23,169