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
4651
$49K ﹤0.01%
6,978
+2,223
4652
$48.9K ﹤0.01%
2,500
4653
$48K ﹤0.01%
1,309
-148
4654
$48K ﹤0.01%
9,482
+2,475
4655
$48K ﹤0.01%
9,014
+1,752
4656
$48K ﹤0.01%
+5,855
4657
$48K ﹤0.01%
6,370
+630
4658
$48K ﹤0.01%
28,220
+1,375
4659
$47.7K ﹤0.01%
1,269
+69
4660
$47.5K ﹤0.01%
1,290
4661
$47.5K ﹤0.01%
1,856
+1,739
4662
$47K ﹤0.01%
+1,856
4663
$47K ﹤0.01%
20,981
+5,478
4664
$46.7K ﹤0.01%
1,506
+1,163
4665
$46K ﹤0.01%
1,700
4666
$46K ﹤0.01%
6,037
+5,937
4667
$46K ﹤0.01%
7,533
+2,063
4668
$46K ﹤0.01%
1,900
-1,500
4669
$46K ﹤0.01%
15,099
+2,160
4670
$46K ﹤0.01%
8,281
+1,072
4671
$46K ﹤0.01%
1,967
+1,952
4672
$45K ﹤0.01%
81,547
+77,503
4673
$45K ﹤0.01%
7,854
+7,852
4674
$45K ﹤0.01%
62,649
+5,368
4675
$45K ﹤0.01%
2,500