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
4201
$159K ﹤0.01%
25,725
-87,148
4202
$159K ﹤0.01%
8,561
+7,658
4203
$159K ﹤0.01%
12,897
+3,023
4204
$159K ﹤0.01%
69,078
+18,907
4205
$158K ﹤0.01%
+7,200
4206
$158K ﹤0.01%
51,158
+21,487
4207
$158K ﹤0.01%
3,869
+973
4208
$157K ﹤0.01%
21,400
+5,884
4209
$157K ﹤0.01%
50,978
+13,676
4210
$157K ﹤0.01%
38,200
-42,951
4211
$157K ﹤0.01%
473
+121
4212
$156K ﹤0.01%
5,750
+837
4213
$156K ﹤0.01%
13,097
-153
4214
$156K ﹤0.01%
+14,012
4215
$156K ﹤0.01%
9,915
+420
4216
$156K ﹤0.01%
4,294
+1,244
4217
$155K ﹤0.01%
+5,010
4218
$155K ﹤0.01%
30,359
-14,028
4219
$155K ﹤0.01%
5,964
+1,448
4220
$155K ﹤0.01%
8,513
-1,241
4221
0
4222
$154K ﹤0.01%
+43,281
4223
$153K ﹤0.01%
6,702
+1,750
4224
$153K ﹤0.01%
8,585
-2,251
4225
$152K ﹤0.01%
+5,513