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
2976
$1.68M ﹤0.01%
33,408
-52,507
2977
$1.68M ﹤0.01%
231,338
-265,154
2978
$1.68M ﹤0.01%
49,726
+2,023
2979
$1.68M ﹤0.01%
33,573
+9,637
2980
$1.67M ﹤0.01%
71,992
-2,273,005
2981
$1.67M ﹤0.01%
77,291
+21,136
2982
$1.67M ﹤0.01%
157,716
+9,978
2983
$1.67M ﹤0.01%
110,244
+72,968
2984
$1.67M ﹤0.01%
1,112,111
+23,532
2985
$1.67M ﹤0.01%
161,277
+34,507
2986
$1.66M ﹤0.01%
50,392
+32,573
2987
$1.66M ﹤0.01%
148,218
+90,404
2988
$1.65M ﹤0.01%
76,796
+19,498
2989
$1.65M ﹤0.01%
50,000
2990
$1.65M ﹤0.01%
211,724
-18,958
2991
$1.65M ﹤0.01%
148,348
+40,947
2992
$1.64M ﹤0.01%
103,090
+26,202
2993
$1.64M ﹤0.01%
27,059
+1,536
2994
$1.63M ﹤0.01%
114,975
+81,699
2995
$1.63M ﹤0.01%
84,266
+80,940
2996
$1.63M ﹤0.01%
48,753
+10,989
2997
$1.63M ﹤0.01%
403,232
+163,293
2998
$1.62M ﹤0.01%
149,846
+28,400
2999
$1.62M ﹤0.01%
40,117
-2,198
3000
$1.62M ﹤0.01%
+549,669