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
2851
$2.12M ﹤0.01%
62,018
+13,732
2852
$2.1M ﹤0.01%
1,136,847
+886,639
2853
$2.1M ﹤0.01%
50,094
+514
2854
$2.09M ﹤0.01%
229,152
-113,031
2855
$2.09M ﹤0.01%
126,653
+78,078
2856
$2.09M ﹤0.01%
+205,014
2857
$2.09M ﹤0.01%
46,726
+7,144
2858
$2.09M ﹤0.01%
200,000
-140,000
2859
$2.08M ﹤0.01%
30,332
+9,024
2860
$2.08M ﹤0.01%
28,380
+2,301
2861
$2.08M ﹤0.01%
46,853
+4,285
2862
$2.07M ﹤0.01%
211,421
+38,374
2863
$2.07M ﹤0.01%
77,997
+24,223
2864
$2.07M ﹤0.01%
92,654
-292,795
2865
$2.06M ﹤0.01%
309,514
+136,178
2866
$2.06M ﹤0.01%
140,978
-2,117
2867
$2.06M ﹤0.01%
61,422
+5,853
2868
$2.05M ﹤0.01%
35,321
+4,828
2869
$2.05M ﹤0.01%
170,568
+6,235
2870
$2.04M ﹤0.01%
193,319
-30,140
2871
$2.04M ﹤0.01%
+200,000
2872
$2.03M ﹤0.01%
200,557
-234,433
2873
$2.03M ﹤0.01%
+199,995
2874
$2.02M ﹤0.01%
118,283
+24,044
2875
$2.02M ﹤0.01%
34,123
+6,505