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
3026
$1.54M ﹤0.01%
160,755
-3,086
3027
$1.54M ﹤0.01%
39,491
-4,503
3028
$1.54M ﹤0.01%
5,402
-723
3029
$1.54M ﹤0.01%
40,711
+2,306
3030
$1.53M ﹤0.01%
57,664
+57,659
3031
$1.53M ﹤0.01%
416,638
+78,415
3032
$1.53M ﹤0.01%
166,968
+17,271
3033
$1.53M ﹤0.01%
121,266
+13,321
3034
$1.53M ﹤0.01%
59,573
-1,989
3035
$1.53M ﹤0.01%
94,431
+79,208
3036
$1.53M ﹤0.01%
91,680
-10,262
3037
$1.52M ﹤0.01%
+149,200
3038
$1.52M ﹤0.01%
97,648
+72,977
3039
$1.52M ﹤0.01%
20,175
-7,043
3040
$1.51M ﹤0.01%
30,425
+2,953
3041
$1.51M ﹤0.01%
80,503
+70,535
3042
$1.51M ﹤0.01%
550,873
-30,030
3043
$1.51M ﹤0.01%
185,307
+69,706
3044
$1.5M ﹤0.01%
62,052
-157,218
3045
$1.5M ﹤0.01%
133,240
-8,811
3046
$1.5M ﹤0.01%
142,609
+97,268
3047
$1.49M ﹤0.01%
103,659
+16,608
3048
$1.49M ﹤0.01%
19,051
+1,287
3049
$1.48M ﹤0.01%
376,054
+46,330
3050
$1.48M ﹤0.01%
43,374
+15,017