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
4251
$147K ﹤0.01%
43,573
+10,326
4252
$147K ﹤0.01%
+10,060
4253
$147K ﹤0.01%
74,323
-7,811
4254
$147K ﹤0.01%
6,829
-5,079
4255
$146K ﹤0.01%
+28,395
4256
$145K ﹤0.01%
45,007
+4,737
4257
$145K ﹤0.01%
+9,269
4258
$144K ﹤0.01%
145,296
+34,435
4259
$144K ﹤0.01%
479
+267
4260
$143K ﹤0.01%
5,969
+113
4261
$143K ﹤0.01%
202
+52
4262
$143K ﹤0.01%
4,853
+4,654
4263
$141K ﹤0.01%
21,424
+19,311
4264
$141K ﹤0.01%
14,917
+3,834
4265
$140K ﹤0.01%
23,963
+6,257
4266
$140K ﹤0.01%
8,936
-6,822
4267
$139K ﹤0.01%
71,723
+61,963
4268
$139K ﹤0.01%
47,728
-27,387
4269
$139K ﹤0.01%
4,356
+1,340
4270
$138K ﹤0.01%
8,420
+2,140
4271
$138K ﹤0.01%
+5,955
4272
$137K ﹤0.01%
40
+28
4273
$136K ﹤0.01%
34,534
-3,033
4274
$136K ﹤0.01%
13,400
-19,950
4275
$135K ﹤0.01%
2,495
+504