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
3526
$597K ﹤0.01%
48,794
+65
3527
$596K ﹤0.01%
15,260
-1,789
3528
$596K ﹤0.01%
8,260
+2,926
3529
$596K ﹤0.01%
233,758
+79,583
3530
$592K ﹤0.01%
44,289
+4,190
3531
$591K ﹤0.01%
24,003
+4,723
3532
$590K ﹤0.01%
17,529
-767
3533
$585K ﹤0.01%
98,083
+50,206
3534
$585K ﹤0.01%
140,304
-120,081
3535
$583K ﹤0.01%
6,957
-944
3536
$583K ﹤0.01%
7,406
3537
$583K ﹤0.01%
13,040
+1,676
3538
$582K ﹤0.01%
50,000
3539
$581K ﹤0.01%
51,598
-83,398
3540
$579K ﹤0.01%
+53,589
3541
$579K ﹤0.01%
25,839
-31,250
3542
$578K ﹤0.01%
52,079
+10,840
3543
$578K ﹤0.01%
+82,966
3544
$578K ﹤0.01%
6,206
+5,267
3545
$577K ﹤0.01%
174,224
-110,684
3546
$577K ﹤0.01%
11,380
-19,937
3547
$576K ﹤0.01%
70,647
+16,586
3548
$575K ﹤0.01%
405,216
+89,047
3549
$575K ﹤0.01%
64,595
-117,134
3550
$574K ﹤0.01%
138,758
+42,663