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
4676
$45K ﹤0.01%
+6,175
4677
$45K ﹤0.01%
3,073
+3,071
4678
$45K ﹤0.01%
+2,276
4679
$44.3K ﹤0.01%
+1,500
4680
$44.2K ﹤0.01%
+1,470
4681
$44K ﹤0.01%
+351
4682
$44K ﹤0.01%
+597
4683
$44K ﹤0.01%
+4,312
4684
$44K ﹤0.01%
13,951
-3,588
4685
$44K ﹤0.01%
+2,579
4686
$44K ﹤0.01%
+4,160
4687
$44K ﹤0.01%
3,446
+3,302
4688
$43.7K ﹤0.01%
+383
4689
$43.7K ﹤0.01%
2,638
+2,140
4690
$43.4K ﹤0.01%
1,805
-1,714
4691
$43.2K ﹤0.01%
1,640
+527
4692
$43K ﹤0.01%
+5,637
4693
$43K ﹤0.01%
1,509
+1,095
4694
$43K ﹤0.01%
4,261
+1,155
4695
$42.8K ﹤0.01%
1,500
4696
$42.6K ﹤0.01%
1,113
+521
4697
$42.1K ﹤0.01%
1,536
-1
4698
$42K ﹤0.01%
+1,543
4699
$42K ﹤0.01%
6,357
-26,413
4700
$42K ﹤0.01%
22,347
+18,107