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
3126
$1.27M ﹤0.01%
106,206
+18,905
3127
$1.26M ﹤0.01%
11,002
+8,304
3128
$1.26M ﹤0.01%
63,828
-892
3129
$1.26M ﹤0.01%
36,900
+2,360
3130
$1.26M ﹤0.01%
49,377
-122,982
3131
$1.26M ﹤0.01%
627,895
+259,082
3132
$1.25M ﹤0.01%
90,202
+13,467
3133
$1.25M ﹤0.01%
207,074
-8,162
3134
$1.25M ﹤0.01%
127,055
+27,611
3135
$1.25M ﹤0.01%
76,502
-456,289
3136
$1.25M ﹤0.01%
68,277
+21,958
3137
$1.25M ﹤0.01%
23,313
-18,156
3138
$1.25M ﹤0.01%
766,291
+671,873
3139
$1.24M ﹤0.01%
336,879
+19,418
3140
$1.23M ﹤0.01%
71,283
+12,522
3141
$1.23M ﹤0.01%
115,777
+7,454
3142
$1.23M ﹤0.01%
145,072
+9,286
3143
$1.23M ﹤0.01%
26,386
+6,572
3144
$1.23M ﹤0.01%
409,201
-14,512
3145
$1.23M ﹤0.01%
192,944
+27,078
3146
$1.23M ﹤0.01%
42,763
+7,904
3147
$1.22M ﹤0.01%
74,108
+57,166
3148
$1.22M ﹤0.01%
34,817
+6,501
3149
$1.21M ﹤0.01%
51,350
+2,030
3150
$1.21M ﹤0.01%
79,145
-18,954