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
2151
$6.77M ﹤0.01%
356,026
-22,176
2152
$6.76M ﹤0.01%
771,826
+665,644
2153
$6.76M ﹤0.01%
167,179
-14,360
2154
$6.75M ﹤0.01%
195,891
+22,582
2155
$6.74M ﹤0.01%
487,845
+23,762
2156
$6.73M ﹤0.01%
132,289
-47,998
2157
$6.73M ﹤0.01%
50,349
-10,015
2158
$6.71M ﹤0.01%
389,752
+200,738
2159
$6.71M ﹤0.01%
87,978
+1,756
2160
$6.7M ﹤0.01%
106,206
+14,480
2161
$6.68M ﹤0.01%
5,681
+26
2162
$6.68M ﹤0.01%
635,108
-1,353,519
2163
$6.67M ﹤0.01%
635,316
-393,999
2164
$6.65M ﹤0.01%
+650,000
2165
$6.65M ﹤0.01%
175,493
+95,436
2166
$6.64M ﹤0.01%
912,483
-956,511
2167
$6.64M ﹤0.01%
415,443
+50,949
2168
$6.63M ﹤0.01%
40,558
-88,408
2169
$6.62M ﹤0.01%
122,125
+16,562
2170
$6.59M ﹤0.01%
795,601
+402,241
2171
$6.58M ﹤0.01%
233,418
+96,228
2172
$6.55M ﹤0.01%
253,026
+27,676
2173
$6.53M ﹤0.01%
196,605
+66,117
2174
$6.51M ﹤0.01%
148,806
-7,981
2175
$6.49M ﹤0.01%
106,557
+42,605