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
3751
$387K ﹤0.01%
49,324
+49,300
3752
$387K ﹤0.01%
104,584
+8,764
3753
$384K ﹤0.01%
41,005
-94,920
3754
$384K ﹤0.01%
8,091
-919
3755
$383K ﹤0.01%
4,766
-1,641
3756
$383K ﹤0.01%
+24,268
3757
$382K ﹤0.01%
99,225
+86,478
3758
$381K ﹤0.01%
176,376
-72,969
3759
$380K ﹤0.01%
8,469
+2,066
3760
$379K ﹤0.01%
70,260
-24,002
3761
$379K ﹤0.01%
174,122
-230,495
3762
$379K ﹤0.01%
6,663
-1,485
3763
$379K ﹤0.01%
+30,427
3764
$379K ﹤0.01%
125,661
-4,911
3765
$378K ﹤0.01%
29,965
+4,305
3766
$377K ﹤0.01%
16,327
+3,479
3767
$377K ﹤0.01%
21,815
+5,310
3768
$377K ﹤0.01%
31,378
+910
3769
$376K ﹤0.01%
63,201
-217
3770
$376K ﹤0.01%
+33,125
3771
$375K ﹤0.01%
2,116
+202
3772
$374K ﹤0.01%
9,560
+2,138
3773
$372K ﹤0.01%
48,149
+33,919
3774
$370K ﹤0.01%
51,360
+31,458
3775
$369K ﹤0.01%
17,742
+17,686