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
3001
$1.61M ﹤0.01%
131,079
+24,328
3002
$1.61M ﹤0.01%
127,315
+29,789
3003
$1.6M ﹤0.01%
+75,970
3004
$1.6M ﹤0.01%
92,752
-71,480
3005
$1.6M ﹤0.01%
368,622
+73,904
3006
$1.6M ﹤0.01%
+85,497
3007
$1.59M ﹤0.01%
62,183
-299
3008
$1.59M ﹤0.01%
57,135
+11,090
3009
$1.59M ﹤0.01%
1,291,796
-324,459
3010
$1.59M ﹤0.01%
70,250
+17,257
3011
$1.59M ﹤0.01%
+130,255
3012
$1.59M ﹤0.01%
120,158
-18,597
3013
$1.59M ﹤0.01%
16,783
+6
3014
$1.58M ﹤0.01%
66,473
+61,473
3015
$1.58M ﹤0.01%
23,786
+10,549
3016
$1.57M ﹤0.01%
54,838
+54,538
3017
$1.57M ﹤0.01%
129,657
+25,874
3018
$1.56M ﹤0.01%
405,398
-208,628
3019
$1.56M ﹤0.01%
83,387
-164,521
3020
$1.56M ﹤0.01%
225,631
-53,603
3021
$1.56M ﹤0.01%
55,100
-725,079
3022
$1.55M ﹤0.01%
586
+553
3023
$1.55M ﹤0.01%
77,185
-42,422
3024
$1.55M ﹤0.01%
133,021
+23,137
3025
$1.55M ﹤0.01%
149,923
-195,466