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
2301
$5.15M ﹤0.01%
332,462
+232,729
2302
$5.14M ﹤0.01%
55,788
-71,692
2303
$5.13M ﹤0.01%
81,627
+5,848
2304
$5.13M ﹤0.01%
48,067
+17,966
2305
$5.12M ﹤0.01%
126,228
+38,652
2306
$5.11M ﹤0.01%
164,899
-34,913
2307
$5.11M ﹤0.01%
+500,000
2308
$5.11M ﹤0.01%
38,693
+31,474
2309
$5.11M ﹤0.01%
48,879
+25,885
2310
$5.1M ﹤0.01%
23,637
+2,510
2311
$5.09M ﹤0.01%
134,061
-55,260
2312
$5.09M ﹤0.01%
+100,000
2313
$5.07M ﹤0.01%
773,006
-1,072
2314
$5.07M ﹤0.01%
151,086
+71,159
2315
$5.07M ﹤0.01%
647,359
+29,512
2316
$5.06M ﹤0.01%
151,109
+150,108
2317
$5.05M ﹤0.01%
519,369
+165,035
2318
$5.05M ﹤0.01%
317,480
+22,764
2319
$5.05M ﹤0.01%
483,156
+1,748
2320
$5.04M ﹤0.01%
345,597
+99,048
2321
$5.01M ﹤0.01%
537,373
+159,182
2322
$5M ﹤0.01%
599,817
-194,720
2323
$5M ﹤0.01%
25,636
+4,105
2324
$5M ﹤0.01%
292,889
-97,110
2325
$4.99M ﹤0.01%
198,605
+33,749