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
3176
$1.18M ﹤0.01%
106,548
-5,570
3177
$1.18M ﹤0.01%
31,677
+6,611
3178
$1.18M ﹤0.01%
303,557
+6,551
3179
$1.18M ﹤0.01%
70,492
+18,852
3180
$1.18M ﹤0.01%
5,136
+1,191
3181
$1.17M ﹤0.01%
26,715
-69,725
3182
$1.17M ﹤0.01%
32,787
+30,700
3183
$1.17M ﹤0.01%
25,710
+671
3184
$1.16M ﹤0.01%
21,227
-1,987
3185
$1.16M ﹤0.01%
764,062
+56,464
3186
$1.16M ﹤0.01%
49,127
+8,085
3187
$1.16M ﹤0.01%
36,698
-11,655
3188
$1.15M ﹤0.01%
209,288
+64,244
3189
$1.15M ﹤0.01%
24,248
3190
$1.15M ﹤0.01%
70,767
+56,903
3191
$1.14M ﹤0.01%
22,719
-17,700
3192
$1.14M ﹤0.01%
195,047
+62,651
3193
$1.14M ﹤0.01%
90,480
-64,773
3194
$1.14M ﹤0.01%
57,489
+188
3195
$1.14M ﹤0.01%
132,962
-2,160
3196
$1.14M ﹤0.01%
605,597
+517,630
3197
$1.14M ﹤0.01%
53,783
-8,937
3198
$1.13M ﹤0.01%
59,074
+17,663
3199
$1.13M ﹤0.01%
108,500
3200
$1.13M ﹤0.01%
+13,592