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
3201
$1.13M ﹤0.01%
348,075
+71,125
3202
$1.12M ﹤0.01%
57,411
+10,487
3203
$1.12M ﹤0.01%
39,375
+12,549
3204
$1.11M ﹤0.01%
49,476
+49,445
3205
$1.11M ﹤0.01%
53,575
+20,884
3206
$1.11M ﹤0.01%
9,755
-5,581
3207
$1.11M ﹤0.01%
+63,636
3208
$1.11M ﹤0.01%
68,855
-12,123
3209
$1.1M ﹤0.01%
+58,974
3210
$1.1M ﹤0.01%
47,790
+5,135
3211
$1.1M ﹤0.01%
24,928
+6,965
3212
$1.1M ﹤0.01%
92,037
+91,883
3213
$1.1M ﹤0.01%
136,673
+108,948
3214
$1.09M ﹤0.01%
83,794
-84,233
3215
$1.09M ﹤0.01%
185,388
+143,120
3216
$1.09M ﹤0.01%
50,071
-14,650
3217
$1.08M ﹤0.01%
50,973
+3,594
3218
$1.08M ﹤0.01%
32,970
+8,813
3219
$1.07M ﹤0.01%
58,094
+22,965
3220
$1.07M ﹤0.01%
49,904
+4,305
3221
$1.07M ﹤0.01%
50,000
3222
$1.06M ﹤0.01%
23,253
-1,488
3223
$1.06M ﹤0.01%
68,445
-5,567
3224
$1.05M ﹤0.01%
100,000
-50,000
3225
$1.05M ﹤0.01%
171,254
+34,925