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
3376
$805K ﹤0.01%
196,389
-206,269
3377
$803K ﹤0.01%
53,909
+14,357
3378
$801K ﹤0.01%
510,541
+223,936
3379
$798K ﹤0.01%
34,678
+21,776
3380
$797K ﹤0.01%
800
3381
$796K ﹤0.01%
71,317
+2,097
3382
$795K ﹤0.01%
56,553
+3,522
3383
$794K ﹤0.01%
37,135
-1,269
3384
$794K ﹤0.01%
33,629
-25,691
3385
$792K ﹤0.01%
9,780
-1,787
3386
$789K ﹤0.01%
18,137
+3,501
3387
$789K ﹤0.01%
144,001
-67,490
3388
$787K ﹤0.01%
145,031
+9,355
3389
$787K ﹤0.01%
524,184
3390
$787K ﹤0.01%
21,488
-23,880
3391
$786K ﹤0.01%
66,965
-4,609
3392
$786K ﹤0.01%
205,812
-49,384
3393
$786K ﹤0.01%
89,051
+17,557
3394
$786K ﹤0.01%
25,135
+648
3395
$784K ﹤0.01%
42,899
+8,321
3396
$782K ﹤0.01%
286,583
+49,579
3397
$779K ﹤0.01%
128,666
+25,307
3398
$778K ﹤0.01%
263,792
+47,501
3399
$778K ﹤0.01%
311,055
+80,582
3400
$775K ﹤0.01%
28,804
+12,703