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
2226
$5.94M ﹤0.01%
128,488
+26,764
2227
$5.93M ﹤0.01%
119,306
-53,170
2228
$5.92M ﹤0.01%
73,117
-13,416
2229
$5.92M ﹤0.01%
41,776
-4,534
2230
$5.92M ﹤0.01%
757,538
+164,942
2231
$5.9M ﹤0.01%
72,681
+6,666
2232
$5.9M ﹤0.01%
1,294,260
-530,511
2233
$5.89M ﹤0.01%
61,715
+25,123
2234
$5.89M ﹤0.01%
321,687
+321,487
2235
$5.88M ﹤0.01%
342,430
+10,396
2236
$5.85M ﹤0.01%
75,405
+52,757
2237
$5.85M ﹤0.01%
144,086
-57,612
2238
$5.81M ﹤0.01%
505,996
-218,970
2239
$5.81M ﹤0.01%
51,106
-16,320
2240
$5.81M ﹤0.01%
250,686
-4,018
2241
$5.77M ﹤0.01%
191,606
+118,777
2242
$5.76M ﹤0.01%
2,149,526
+113,904
2243
$5.75M ﹤0.01%
458,527
+32,227
2244
$5.74M ﹤0.01%
127,242
-377
2245
$5.74M ﹤0.01%
297,621
-32,439
2246
$5.71M ﹤0.01%
60,985
-4,444
2247
$5.7M ﹤0.01%
97,605
+57,921
2248
$5.65M ﹤0.01%
160,551
+31,324
2249
$5.65M ﹤0.01%
380,544
+111,518
2250
$5.59M ﹤0.01%
96,302
-59,340