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
3301
$935K ﹤0.01%
14,148
-3,183
3302
$933K ﹤0.01%
109,869
-52,648
3303
$933K ﹤0.01%
+90,000
3304
$930K ﹤0.01%
+20,795
3305
$929K ﹤0.01%
27,570
-14,647
3306
$928K ﹤0.01%
118,287
+1,655
3307
$927K ﹤0.01%
85,572
-67,026
3308
$927K ﹤0.01%
24,234
3309
$926K ﹤0.01%
166,100
-12,329
3310
$922K ﹤0.01%
34,357
+16,725
3311
$921K ﹤0.01%
64,581
+12,600
3312
$921K ﹤0.01%
42,367
+7,633
3313
$920K ﹤0.01%
58,733
+6,086
3314
$920K ﹤0.01%
56,690
+15,382
3315
$918K ﹤0.01%
33,705
+6,300
3316
$914K ﹤0.01%
22,217
+690
3317
$914K ﹤0.01%
39,624
+9,456
3318
$912K ﹤0.01%
39,910
+22,104
3319
$912K ﹤0.01%
105,354
+20,115
3320
$912K ﹤0.01%
29,692
-7,977
3321
$910K ﹤0.01%
174,112
+33,773
3322
$910K ﹤0.01%
18,429
+3,540
3323
$906K ﹤0.01%
16,009
+9,161
3324
$904K ﹤0.01%
52,681
+9,898
3325
$901K ﹤0.01%
95,688
+40,408