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
3051
$1.48M ﹤0.01%
39,300
+2,310
3052
$1.48M ﹤0.01%
127,413
+61,284
3053
$1.48M ﹤0.01%
1,273,536
-118,259
3054
$1.48M ﹤0.01%
31,250
+2,643
3055
$1.48M ﹤0.01%
108,051
+103,228
3056
$1.47M ﹤0.01%
140,301
+22,197
3057
$1.47M ﹤0.01%
9,492
+657
3058
$1.47M ﹤0.01%
149,854
+92,992
3059
$1.47M ﹤0.01%
78,157
+8,065
3060
$1.46M ﹤0.01%
146,065
+28,247
3061
$1.45M ﹤0.01%
369,861
+174,122
3062
$1.45M ﹤0.01%
202,342
-33,755
3063
$1.45M ﹤0.01%
200,000
3064
$1.45M ﹤0.01%
24,354
-16,308
3065
$1.45M ﹤0.01%
32,263
-881
3066
$1.45M ﹤0.01%
39,243
+9,954
3067
$1.45M ﹤0.01%
+143,430
3068
$1.45M ﹤0.01%
47,042
-3,489
3069
$1.44M ﹤0.01%
159,065
+46,468
3070
$1.44M ﹤0.01%
156,401
-17,068
3071
$1.44M ﹤0.01%
90,007
+32,820
3072
$1.44M ﹤0.01%
59,911
+10,933
3073
$1.44M ﹤0.01%
168,242
+33,203
3074
$1.43M ﹤0.01%
49,092
-324
3075
$1.43M ﹤0.01%
254,520
-12,688