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
4026
$228K ﹤0.01%
2,277
+588
4027
$228K ﹤0.01%
22,243
+2,858
4028
$228K ﹤0.01%
17,499
-5,503
4029
$228K ﹤0.01%
65,752
+291
4030
$228K ﹤0.01%
39,592
+9,594
4031
$228K ﹤0.01%
+14,599
4032
$228K ﹤0.01%
29,711
+25,636
4033
$227K ﹤0.01%
+22,254
4034
$227K ﹤0.01%
6,088
-270
4035
$226K ﹤0.01%
32,410
-11,451
4036
$225K ﹤0.01%
11,396
+3,878
4037
$225K ﹤0.01%
9,164
+9,159
4038
$225K ﹤0.01%
5,590
+380
4039
$224K ﹤0.01%
38,920
-17,179
4040
$223K ﹤0.01%
177,015
-10,071
4041
$223K ﹤0.01%
8,279
-4,671
4042
$221K ﹤0.01%
16,391
+5,299
4043
$221K ﹤0.01%
24,308
-41,284
4044
$219K ﹤0.01%
12,326
+7,035
4045
$219K ﹤0.01%
22,579
+20,469
4046
$219K ﹤0.01%
13,465
+3,719
4047
$219K ﹤0.01%
5,213
-17,440
4048
$219K ﹤0.01%
21,824
+18,588
4049
$219K ﹤0.01%
8,747
-219
4050
$218K ﹤0.01%
17,351
+17,345