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
4551
$67K ﹤0.01%
2,704
+654
4552
$67K ﹤0.01%
10,605
+2,638
4553
$67K ﹤0.01%
17,457
4554
$67K ﹤0.01%
+1,456
4555
$67K ﹤0.01%
+2,646
4556
$66.9K ﹤0.01%
1,758
+1,676
4557
$66.7K ﹤0.01%
+1,920
4558
$66K ﹤0.01%
23,199
-3,808
4559
$66K ﹤0.01%
+20,906
4560
$66K ﹤0.01%
10,899
4561
$65.6K ﹤0.01%
3,217
+2,732
4562
$65.6K ﹤0.01%
729
4563
$65K ﹤0.01%
84
+19
4564
$65K ﹤0.01%
2,959
+36
4565
$65K ﹤0.01%
2,066
4566
$64.6K ﹤0.01%
+3,124
4567
$64.6K ﹤0.01%
5,696
-809
4568
$64K ﹤0.01%
+29,793
4569
$64K ﹤0.01%
+2,450
4570
$64K ﹤0.01%
47,423
+8,317
4571
$63.9K ﹤0.01%
2,051
-49
4572
$63K ﹤0.01%
15,266
-3,612
4573
$63K ﹤0.01%
5,170
+1,400
4574
$63K ﹤0.01%
83,262
+18,230
4575
$62.8K ﹤0.01%
2,941
+2,854