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
2926
$1.85M ﹤0.01%
13,963
+5,588
2927
$1.85M ﹤0.01%
540,569
-391,237
2928
$1.85M ﹤0.01%
1,265,200
-13,618
2929
$1.84M ﹤0.01%
67,395
+12,466
2930
$1.84M ﹤0.01%
44,538
+9,378
2931
$1.84M ﹤0.01%
162,164
-317,012
2932
$1.83M ﹤0.01%
80,326
+2,283
2933
$1.83M ﹤0.01%
95,992
-53,769
2934
$1.83M ﹤0.01%
90,633
+17,027
2935
$1.82M ﹤0.01%
112,353
+11,044
2936
$1.82M ﹤0.01%
25,560
-12
2937
$1.81M ﹤0.01%
125,742
+33,784
2938
$1.81M ﹤0.01%
73,974
+1,385
2939
$1.8M ﹤0.01%
41,244
+1,434
2940
$1.8M ﹤0.01%
93,678
+17,533
2941
$1.8M ﹤0.01%
76,154
+13,522
2942
$1.8M ﹤0.01%
72,072
+30,199
2943
$1.79M ﹤0.01%
33,500
-25,900
2944
$1.79M ﹤0.01%
148,835
+44,126
2945
$1.78M ﹤0.01%
48,834
-36,346
2946
$1.77M ﹤0.01%
72,757
+18,645
2947
$1.77M ﹤0.01%
316,937
+208,664
2948
$1.77M ﹤0.01%
+71,034
2949
$1.77M ﹤0.01%
54,194
-38,611
2950
$1.77M ﹤0.01%
57,768
-2,680