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
4576
$62.6K ﹤0.01%
3,217
+264
4577
$62K ﹤0.01%
1,955
+156
4578
$62K ﹤0.01%
20,868
+5,217
4579
$62K ﹤0.01%
4,262
4580
$62K ﹤0.01%
11,007
-166,416
4581
$61.8K ﹤0.01%
883
-9,803
4582
$61.6K ﹤0.01%
2,689
+111
4583
$61.5K ﹤0.01%
369
+55
4584
$61K ﹤0.01%
26,484
+6,095
4585
$61K ﹤0.01%
75,746
+75,358
4586
$61K ﹤0.01%
1,205
+1,105
4587
$61K ﹤0.01%
3,442
+658
4588
$60K ﹤0.01%
+6,935
4589
$60K ﹤0.01%
+5,131
4590
$60K ﹤0.01%
1,342
+1,329
4591
$60K ﹤0.01%
6,594
+790
4592
$59K ﹤0.01%
13,869
-2,383
4593
$59K ﹤0.01%
+8,335
4594
$58.9K ﹤0.01%
643
-1,542
4595
$58K ﹤0.01%
+2,549
4596
$58K ﹤0.01%
4,345
+43
4597
$58K ﹤0.01%
3,312
-380
4598
$58K ﹤0.01%
31,538
+3,174
4599
$58K ﹤0.01%
9,023
-971
4600
$57.8K ﹤0.01%
2,908
+552