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
3276
$989K ﹤0.01%
34,457
+1
3277
$987K ﹤0.01%
+47,368
3278
$987K ﹤0.01%
42,211
+8,316
3279
$986K ﹤0.01%
60,535
-87,711
3280
$983K ﹤0.01%
50,000
3281
$982K ﹤0.01%
28,122
+26,822
3282
$982K ﹤0.01%
32,278
+9,925
3283
$979K ﹤0.01%
195,435
+162,752
3284
$966K ﹤0.01%
40,137
+28,991
3285
$965K ﹤0.01%
+137,891
3286
$962K ﹤0.01%
380,608
+49,823
3287
$961K ﹤0.01%
61,992
+11,578
3288
$960K ﹤0.01%
6,908
+808
3289
$958K ﹤0.01%
42,046
+141
3290
$954K ﹤0.01%
133,587
+4,438
3291
$954K ﹤0.01%
114,467
+90,608
3292
$952K ﹤0.01%
135,238
+25,662
3293
$952K ﹤0.01%
62,904
-17,448
3294
$951K ﹤0.01%
51,844
+12,091
3295
$949K ﹤0.01%
772,554
-345,149
3296
$946K ﹤0.01%
680,354
+102,305
3297
$943K ﹤0.01%
46,708
+3,180
3298
$943K ﹤0.01%
41,107
-5,545
3299
$940K ﹤0.01%
61,786
+184
3300
$939K ﹤0.01%
59,382
-146,441