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
3101
$1.35M ﹤0.01%
50,481
+44,847
3102
$1.33M ﹤0.01%
49,153
+6,069
3103
$1.33M ﹤0.01%
46,357
+8,775
3104
$1.31M ﹤0.01%
52,781
-18,083
3105
$1.31M ﹤0.01%
56,485
+29,882
3106
$1.31M ﹤0.01%
178
+114
3107
$1.31M ﹤0.01%
59,735
+5,890
3108
$1.3M ﹤0.01%
2,073
+383
3109
$1.3M ﹤0.01%
34,584
+6,433
3110
$1.3M ﹤0.01%
40,994
+6,344
3111
$1.3M ﹤0.01%
50,000
3112
$1.29M ﹤0.01%
155,327
+41,786
3113
$1.29M ﹤0.01%
206,413
+48,266
3114
$1.29M ﹤0.01%
249,671
+6,162
3115
$1.29M ﹤0.01%
36,132
+6,444
3116
$1.29M ﹤0.01%
69,694
+12,692
3117
$1.29M ﹤0.01%
34,264
+5,358
3118
$1.29M ﹤0.01%
1,212,494
+36,362
3119
$1.29M ﹤0.01%
89,782
+68,475
3120
$1.29M ﹤0.01%
253,111
-3,769
3121
$1.28M ﹤0.01%
56,829
-79,460
3122
$1.28M ﹤0.01%
21,390
+16,156
3123
$1.28M ﹤0.01%
260,782
-89,996
3124
$1.28M ﹤0.01%
292,796
-244,734
3125
$1.27M ﹤0.01%
442,094
+134,835