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
2901
$1.92M ﹤0.01%
83,216
+10,211
2902
$1.92M ﹤0.01%
50,982
+49,782
2903
$1.91M ﹤0.01%
75,049
+13,604
2904
$1.91M ﹤0.01%
155,397
-63,166
2905
$1.91M ﹤0.01%
1,455,161
+1,453,885
2906
$1.91M ﹤0.01%
37,338
+1,636
2907
$1.9M ﹤0.01%
60,654
+5,906
2908
$1.9M ﹤0.01%
207,511
+6,374
2909
$1.9M ﹤0.01%
439,013
-2,239
2910
$1.9M ﹤0.01%
495,251
+297,072
2911
$1.9M ﹤0.01%
123,341
+3,343
2912
$1.89M ﹤0.01%
50,288
+20,368
2913
$1.88M ﹤0.01%
52,160
+24,099
2914
$1.88M ﹤0.01%
8,996
-6,962
2915
$1.88M ﹤0.01%
39,584
+284
2916
$1.88M ﹤0.01%
39,760
+5,703
2917
$1.88M ﹤0.01%
379,855
+73,298
2918
$1.88M ﹤0.01%
45,278
-113,294
2919
$1.87M ﹤0.01%
38,450
+7,108
2920
$1.86M ﹤0.01%
103,617
-50,777
2921
$1.86M ﹤0.01%
138,412
+16,875
2922
$1.86M ﹤0.01%
124,531
+20,166
2923
$1.85M ﹤0.01%
7,974
+2,146
2924
$1.85M ﹤0.01%
87,138
+3,932
2925
$1.85M ﹤0.01%
154,631
+88,558