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
3501
$628K ﹤0.01%
+53,188
3502
$624K ﹤0.01%
183,891
-48,188
3503
$619K ﹤0.01%
25,713
+6,514
3504
$617K ﹤0.01%
90,302
-6,736
3505
$615K ﹤0.01%
29,503
+11,752
3506
$613K ﹤0.01%
+41,303
3507
$612K ﹤0.01%
75,320
-55,672
3508
$612K ﹤0.01%
55,023
+41,119
3509
$611K ﹤0.01%
146,239
+29,901
3510
$611K ﹤0.01%
13,568
-1,810
3511
$610K ﹤0.01%
15,173
-1,289,409
3512
$609K ﹤0.01%
147,684
+32,556
3513
$609K ﹤0.01%
88,372
-224,058
3514
$609K ﹤0.01%
6,621
+405
3515
$607K ﹤0.01%
64,663
-2,576
3516
$607K ﹤0.01%
74,543
+55,021
3517
$607K ﹤0.01%
82,480
+42,685
3518
$605K ﹤0.01%
55,039
+10,431
3519
$605K ﹤0.01%
167,049
+39,317
3520
$603K ﹤0.01%
62,729
-16,781
3521
$602K ﹤0.01%
15,656
-2,736
3522
$600K ﹤0.01%
25,000
3523
$599K ﹤0.01%
59,864
+31,563
3524
$599K ﹤0.01%
471,155
-5,534
3525
$597K ﹤0.01%
+29,630