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
3576
$543K ﹤0.01%
190,269
+5,583
3577
$542K ﹤0.01%
9,918
+5,648
3578
$541K ﹤0.01%
+186,702
3579
$540K ﹤0.01%
70,292
+13,534
3580
$540K ﹤0.01%
55,992
+55,841
3581
$540K ﹤0.01%
+52,666
3582
$538K ﹤0.01%
24,393
+2,898
3583
$537K ﹤0.01%
54,059
+39,370
3584
$537K ﹤0.01%
172,496
-2,750
3585
$535K ﹤0.01%
180,795
+57,364
3586
$535K ﹤0.01%
28,551
+12,220
3587
$535K ﹤0.01%
9,378
+5,103
3588
$532K ﹤0.01%
16,109
+1,000
3589
$531K ﹤0.01%
56,536
+37,036
3590
$531K ﹤0.01%
40,946
+13,978
3591
$530K ﹤0.01%
61,283
-9,220
3592
$529K ﹤0.01%
18,333
+2,490
3593
$528K ﹤0.01%
+81,697
3594
$525K ﹤0.01%
50,000
+49,348
3595
$524K ﹤0.01%
13,402
-17,334
3596
$524K ﹤0.01%
77,082
+14,483
3597
$523K ﹤0.01%
16,798
+3,635
3598
$520K ﹤0.01%
+50,775
3599
$519K ﹤0.01%
23,646
-22,547
3600
$518K ﹤0.01%
11,995
+750