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
3776
$369K ﹤0.01%
32,996
-693
3777
$369K ﹤0.01%
20,219
-4,085
3778
$368K ﹤0.01%
12,343
+3,073
3779
$368K ﹤0.01%
21,647
-3,353
3780
$366K ﹤0.01%
73,829
+14,321
3781
$365K ﹤0.01%
154,532
+9,051
3782
$363K ﹤0.01%
8,425
+34
3783
$362K ﹤0.01%
84,866
+22,397
3784
$362K ﹤0.01%
+41,052
3785
$361K ﹤0.01%
140,037
+19,719
3786
$360K ﹤0.01%
11,378
+4,402
3787
$360K ﹤0.01%
36,473
-5,079
3788
$360K ﹤0.01%
23,202
+49
3789
$358K ﹤0.01%
21,836
+3,232
3790
$358K ﹤0.01%
9,015
-44,510
3791
$357K ﹤0.01%
21,592
-215
3792
$356K ﹤0.01%
38,420
+10,070
3793
$356K ﹤0.01%
5,485
+934
3794
$355K ﹤0.01%
28,070
+7,139
3795
$354K ﹤0.01%
31,294
+4,438
3796
$354K ﹤0.01%
22,915
-16,806
3797
$353K ﹤0.01%
13,568
-27,135
3798
$352K ﹤0.01%
148,454
-2,597
3799
$352K ﹤0.01%
162,266
+50,222
3800
$351K ﹤0.01%
25,750
+3,142