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
3451
$705K ﹤0.01%
42,323
+40,679
3452
$704K ﹤0.01%
67,181
3453
$703K ﹤0.01%
125,961
+9,016
3454
$702K ﹤0.01%
277,009
+110,666
3455
$698K ﹤0.01%
+106,870
3456
$697K ﹤0.01%
24,545
+4,720
3457
$692K ﹤0.01%
29,203
-226
3458
$691K ﹤0.01%
6,195
+1,336
3459
$691K ﹤0.01%
65,600
3460
$691K ﹤0.01%
13,638
+2,208
3461
$690K ﹤0.01%
+33,808
3462
$690K ﹤0.01%
52,251
+35,080
3463
$689K ﹤0.01%
6,397
3464
$687K ﹤0.01%
+38,333
3465
$686K ﹤0.01%
74,428
+10,182
3466
$684K ﹤0.01%
65,228
+6,923
3467
$682K ﹤0.01%
30,041
-313
3468
$681K ﹤0.01%
25,000
3469
$679K ﹤0.01%
47,539
+18,995
3470
$675K ﹤0.01%
10,313
-111,134
3471
$675K ﹤0.01%
24,110
+6,573
3472
$671K ﹤0.01%
30,303
+1,135
3473
$670K ﹤0.01%
28,317
+3,317
3474
$670K ﹤0.01%
+29,149
3475
$667K ﹤0.01%
36,687
+1,191