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
3676
$456K ﹤0.01%
10,769
+2,350
3677
$456K ﹤0.01%
43,600
3678
$455K ﹤0.01%
6,184
+1,596
3679
$454K ﹤0.01%
35,082
-110,068
3680
$454K ﹤0.01%
2,756
+611
3681
$454K ﹤0.01%
242,516
+83,890
3682
$453K ﹤0.01%
58,902
+58,507
3683
$452K ﹤0.01%
18,419
+5,409
3684
$452K ﹤0.01%
17,027
+4,178
3685
$451K ﹤0.01%
3,074
+1,013
3686
$448K ﹤0.01%
6,563
-5,645
3687
$446K ﹤0.01%
24,627
-1,128
3688
$446K ﹤0.01%
1,041,302
+301,856
3689
$445K ﹤0.01%
32,066
+3,304
3690
$443K ﹤0.01%
13,470
+1,475
3691
$443K ﹤0.01%
33,809
+7,851
3692
$442K ﹤0.01%
89,938
-162,049
3693
$440K ﹤0.01%
14,848
-1,957,243
3694
$439K ﹤0.01%
315,337
+8,295
3695
$439K ﹤0.01%
349,229
-143,476
3696
$439K ﹤0.01%
18,048
-54,731
3697
$439K ﹤0.01%
31,313
+3,416
3698
$438K ﹤0.01%
48,022
-2,495
3699
$437K ﹤0.01%
22,253
+5,428
3700
$435K ﹤0.01%
30,605
+5,702