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
3826
$332K ﹤0.01%
71,669
-116,109
3827
$331K ﹤0.01%
115,662
+28,247
3828
$331K ﹤0.01%
38,971
+13,867
3829
$329K ﹤0.01%
16,653
3830
$327K ﹤0.01%
+14,831
3831
$327K ﹤0.01%
272,308
+118,905
3832
$326K ﹤0.01%
22,218
+17,899
3833
$325K ﹤0.01%
5,000
3834
$325K ﹤0.01%
2,692
+423
3835
$324K ﹤0.01%
+12,495
3836
$323K ﹤0.01%
12,907
+638
3837
$322K ﹤0.01%
23,671
+10,844
3838
$322K ﹤0.01%
1,081
+356
3839
$321K ﹤0.01%
76,085
-103,013
3840
$321K ﹤0.01%
8,434
+2,196
3841
$319K ﹤0.01%
12,510
3842
$318K ﹤0.01%
18,661
+1,255
3843
$318K ﹤0.01%
5,728
+1,463
3844
$318K ﹤0.01%
171,170
-19,250
3845
$317K ﹤0.01%
58,667
+33,479
3846
$317K ﹤0.01%
9,915
+8,671
3847
0
3848
$317K ﹤0.01%
10,995
+2,520
3849
$317K ﹤0.01%
35,735
-53,361
3850
$316K ﹤0.01%
8,436
-649