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
3976
$251K ﹤0.01%
24,873
+129
3977
$251K ﹤0.01%
21,939
+4,787
3978
$250K ﹤0.01%
16,014
+142
3979
$250K ﹤0.01%
45,445
+6,514
3980
$250K ﹤0.01%
17,290
+1,458
3981
$250K ﹤0.01%
5,201
-786
3982
$249K ﹤0.01%
5,746
+412
3983
$249K ﹤0.01%
+11,450
3984
$249K ﹤0.01%
1,947
+513
3985
$248K ﹤0.01%
135,902
-178,687
3986
$247K ﹤0.01%
14,471
-360
3987
$246K ﹤0.01%
4,699
3988
$246K ﹤0.01%
14,909
+3,561
3989
$245K ﹤0.01%
5,900
+5,893
3990
$245K ﹤0.01%
8,674
3991
$245K ﹤0.01%
31,596
-5,856
3992
$244K ﹤0.01%
60,478
+59,997
3993
$244K ﹤0.01%
3,125
+2,543
3994
$243K ﹤0.01%
+23,291
3995
$243K ﹤0.01%
28,212
-34,212
3996
$242K ﹤0.01%
3,676
-4,179
3997
$242K ﹤0.01%
6,198
+1,468
3998
$242K ﹤0.01%
1,750
+453
3999
$242K ﹤0.01%
63,685
-2,144
4000
$241K ﹤0.01%
60,969
+10,980