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
2326
$4.99M ﹤0.01%
196,515
-210,398
2327
$4.98M ﹤0.01%
42,559
+31,101
2328
$4.97M ﹤0.01%
74,071
+17,598
2329
$4.96M ﹤0.01%
147,212
-100,090
2330
$4.96M ﹤0.01%
+499,180
2331
$4.96M ﹤0.01%
335,206
+12,494
2332
$4.95M ﹤0.01%
+196,962
2333
$4.94M ﹤0.01%
190,872
-49,490
2334
$4.94M ﹤0.01%
496,147
+6,474
2335
$4.94M ﹤0.01%
81,793
+17,552
2336
$4.94M ﹤0.01%
769,984
+614,448
2337
$4.93M ﹤0.01%
383,184
-145,398
2338
$4.93M ﹤0.01%
69,828
-14,870
2339
$4.91M ﹤0.01%
40,000
-14,999
2340
$4.9M ﹤0.01%
160,337
+77,657
2341
$4.9M ﹤0.01%
56,819
+14,175
2342
$4.9M ﹤0.01%
157,547
-16,963
2343
$4.89M ﹤0.01%
44,601
+429
2344
$4.88M ﹤0.01%
579,492
+568,118
2345
$4.85M ﹤0.01%
71,752
-48,118
2346
$4.84M ﹤0.01%
138,117
-8,658
2347
$4.84M ﹤0.01%
277,878
-142,154
2348
$4.81M ﹤0.01%
15,141
+1,371
2349
$4.81M ﹤0.01%
549,846
+9,280
2350
$4.79M ﹤0.01%
209,451
-54,326