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
2876
$2M ﹤0.01%
76,901
-47,350
2877
$2M ﹤0.01%
243,976
+74,940
2878
$2M ﹤0.01%
31,778
+3,882
2879
$1.99M ﹤0.01%
46,385
+271
2880
$1.99M ﹤0.01%
57,631
-86,797
2881
$1.99M ﹤0.01%
126,731
-1,025,930
2882
$1.99M ﹤0.01%
83,710
+62,544
2883
$1.99M ﹤0.01%
36,583
-127,796
2884
$1.98M ﹤0.01%
105,442
+28,400
2885
$1.98M ﹤0.01%
277,575
+273,268
2886
$1.97M ﹤0.01%
51,717
+20,079
2887
$1.97M ﹤0.01%
45,848
+32,353
2888
$1.97M ﹤0.01%
337,772
+38,353
2889
$1.96M ﹤0.01%
227,410
-4,832
2890
$1.96M ﹤0.01%
227,467
+30,364
2891
$1.96M ﹤0.01%
281,824
-51,240
2892
$1.95M ﹤0.01%
218,586
+217,360
2893
$1.95M ﹤0.01%
248,718
-21,328
2894
$1.95M ﹤0.01%
321,915
+7,135
2895
$1.94M ﹤0.01%
73,315
-4,406
2896
$1.94M ﹤0.01%
525,790
+18,599
2897
$1.94M ﹤0.01%
560,295
-217,250
2898
$1.94M ﹤0.01%
80,118
+15,446
2899
$1.93M ﹤0.01%
100,322
-61,198
2900
$1.92M ﹤0.01%
225,330
-115,179