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
3551
$573K ﹤0.01%
10,939
+3,863
3552
$572K ﹤0.01%
7,228
+1,495
3553
$572K ﹤0.01%
11,052
-47,382
3554
$571K ﹤0.01%
21,051
-53,644
3555
$570K ﹤0.01%
213,293
-89,078
3556
$569K ﹤0.01%
63,453
+8,922
3557
$568K ﹤0.01%
20,384
+6,217
3558
$566K ﹤0.01%
2,334
+673
3559
$565K ﹤0.01%
21,227
+6,268
3560
$564K ﹤0.01%
29,450
3561
$563K ﹤0.01%
131,852
+17,245
3562
$561K ﹤0.01%
+7,280
3563
$560K ﹤0.01%
9,187
+5,413
3564
$558K ﹤0.01%
10,430
+8,225
3565
$558K ﹤0.01%
60,391
+59,695
3566
$557K ﹤0.01%
108,948
+58,821
3567
$554K ﹤0.01%
25,000
3568
$553K ﹤0.01%
+13,841
3569
$552K ﹤0.01%
7,213
-145
3570
$551K ﹤0.01%
18,579
+18,278
3571
$549K ﹤0.01%
45,159
+30,459
3572
$547K ﹤0.01%
55,550
+48,550
3573
$547K ﹤0.01%
201,004
+61,123
3574
$547K ﹤0.01%
21,000
3575
$545K ﹤0.01%
20,868
+16,881