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
3651
$474K ﹤0.01%
20,973
+11,355
3652
$474K ﹤0.01%
18,581
+9,750
3653
$474K ﹤0.01%
222,576
+220,778
3654
$474K ﹤0.01%
157,457
+31,915
3655
$473K ﹤0.01%
20,298
-4,702
3656
$472K ﹤0.01%
21,712
-366
3657
$469K ﹤0.01%
6,369
+1,071
3658
$469K ﹤0.01%
+57,147
3659
$469K ﹤0.01%
66,451
+2,872
3660
$468K ﹤0.01%
184,931
-163,353
3661
$467K ﹤0.01%
19,283
+4,968
3662
$466K ﹤0.01%
20,011
+8,159
3663
$466K ﹤0.01%
24,069
+618
3664
$466K ﹤0.01%
9,099
+6,420
3665
$466K ﹤0.01%
13,167
3666
$465K ﹤0.01%
12,703
+1,655
3667
$464K ﹤0.01%
31,989
+74
3668
$462K ﹤0.01%
43,800
3669
$461K ﹤0.01%
30,815
+6,114
3670
$459K ﹤0.01%
45,822
-9,775
3671
$458K ﹤0.01%
74,096
-38,842
3672
$457K ﹤0.01%
34,697
+4,717
3673
$457K ﹤0.01%
9,154
-1,800
3674
$456K ﹤0.01%
27,399
-548
3675
$456K ﹤0.01%
64,579
-535