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
4426
$94K ﹤0.01%
11,564
+11,135
4427
$94K ﹤0.01%
1,616
-358
4428
$94K ﹤0.01%
15,498
+15,245
4429
$93.2K ﹤0.01%
+1,962
4430
$93K ﹤0.01%
3,020
+740
4431
$93K ﹤0.01%
+19,000
4432
$93K ﹤0.01%
+6,646
4433
$92K ﹤0.01%
5,309
+874
4434
$92K ﹤0.01%
7,857
-490
4435
$92K ﹤0.01%
+3,560
4436
$91.6K ﹤0.01%
3,586
+986
4437
$91K ﹤0.01%
9,500
4438
$91K ﹤0.01%
+2,385
4439
$91K ﹤0.01%
1,300
+300
4440
$90.2K ﹤0.01%
1,033
4441
$90K ﹤0.01%
4,532
+1,109
4442
$90K ﹤0.01%
9,036
+2,322
4443
$89.7K ﹤0.01%
2,592
-10
4444
$89K ﹤0.01%
7,387
-4,907
4445
$89K ﹤0.01%
+3,713
4446
$89K ﹤0.01%
+7,575
4447
$89K ﹤0.01%
+19,709
4448
$89K ﹤0.01%
+2,774
4449
$88.7K ﹤0.01%
23,346
+5,910
4450
$88.6K ﹤0.01%
2,105
+29