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
4451
$88K ﹤0.01%
8,892
+931
4452
$88K ﹤0.01%
+8,672
4453
$87.8K ﹤0.01%
20,301
+3,216
4454
$87.4K ﹤0.01%
2,796
+738
4455
$87K ﹤0.01%
4,166
-644
4456
$87K ﹤0.01%
1,750
-18,339
4457
$87K ﹤0.01%
+54
4458
$87K ﹤0.01%
3,002
+495
4459
$87K ﹤0.01%
10,892
+10,013
4460
$86K ﹤0.01%
2,665
+713
4461
$86K ﹤0.01%
4,862
-5,762
4462
$86K ﹤0.01%
3,901
+1,234
4463
$86K ﹤0.01%
+10,435
4464
$85K ﹤0.01%
11,457
+2,442
4465
$85K ﹤0.01%
5,400
-311
4466
$85K ﹤0.01%
6,411
+1,663
4467
$84.3K ﹤0.01%
+7,843
4468
$84K ﹤0.01%
+6,630
4469
$84K ﹤0.01%
8,511
+2,247
4470
$84K ﹤0.01%
20,479
-654
4471
$84K ﹤0.01%
+675
4472
$84K ﹤0.01%
+3,714
4473
$84K ﹤0.01%
1,847
+1,347
4474
$84K ﹤0.01%
6,480
+690
4475
$84K ﹤0.01%
21,798
+5,814