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
3426
$737K ﹤0.01%
214,766
-456,571
3427
$734K ﹤0.01%
+24,025
3428
$733K ﹤0.01%
82,015
+16,883
3429
$733K ﹤0.01%
39,575
-504,068
3430
$733K ﹤0.01%
124,524
-107,090
3431
$733K ﹤0.01%
55,769
+21,497
3432
$733K ﹤0.01%
70,400
+39,750
3433
$728K ﹤0.01%
292,588
+79,100
3434
$726K ﹤0.01%
70,061
-174,182
3435
$723K ﹤0.01%
+15,500
3436
$722K ﹤0.01%
30,749
-96,329
3437
$721K ﹤0.01%
56,914
-10,466
3438
$720K ﹤0.01%
408,981
+176,932
3439
$720K ﹤0.01%
2,246
+567
3440
$719K ﹤0.01%
121,048
+95,048
3441
$718K ﹤0.01%
330,904
+116,895
3442
$717K ﹤0.01%
48,007
+47,554
3443
$715K ﹤0.01%
15,135
+2,960
3444
$715K ﹤0.01%
25,000
3445
$715K ﹤0.01%
18,682
+17,275
3446
$714K ﹤0.01%
160,403
-20,235
3447
$713K ﹤0.01%
17,161
+3,683
3448
$712K ﹤0.01%
56,500
+4,742
3449
$709K ﹤0.01%
73,353
+2,851
3450
$708K ﹤0.01%
14,113
-1,075