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
3601
$518K ﹤0.01%
+17,728
3602
$518K ﹤0.01%
8,347
-364
3603
$518K ﹤0.01%
25,000
3604
$516K ﹤0.01%
+50,000
3605
$513K ﹤0.01%
15,150
+437
3606
$513K ﹤0.01%
24,927
+22,892
3607
$513K ﹤0.01%
+50,003
3608
$512K ﹤0.01%
21,074
-52
3609
$512K ﹤0.01%
84,013
+18,435
3610
$512K ﹤0.01%
+50,000
3611
$510K ﹤0.01%
10,140
-2,720
3612
$509K ﹤0.01%
69,750
+69,739
3613
$507K ﹤0.01%
6,864
-544
3614
$507K ﹤0.01%
29,045
+1,523
3615
$507K ﹤0.01%
19,158
+5,368
3616
$506K ﹤0.01%
103,537
+78,311
3617
$506K ﹤0.01%
5,654
+1,448
3618
$505K ﹤0.01%
9,964
+255
3619
$505K ﹤0.01%
6,234
+102
3620
$504K ﹤0.01%
17,970
+4,478
3621
$502K ﹤0.01%
18,963
-894
3622
$501K ﹤0.01%
54,833
-24,746
3623
$500K ﹤0.01%
36,423
+8,434
3624
$500K ﹤0.01%
4,863
-10,610
3625
$499K ﹤0.01%
222,798
-42,152