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
2376
$4.61M ﹤0.01%
555,332
-25,110
2377
$4.6M ﹤0.01%
188,432
+130,609
2378
$4.6M ﹤0.01%
180,612
+11,801
2379
$4.58M ﹤0.01%
43,833
-1,061
2380
$4.58M ﹤0.01%
354,771
+9,967
2381
$4.57M ﹤0.01%
211,675
+117,204
2382
$4.57M ﹤0.01%
+450,000
2383
$4.57M ﹤0.01%
302,895
+61,966
2384
$4.57M ﹤0.01%
55,068
-5,744
2385
$4.56M ﹤0.01%
593,188
-64,226
2386
$4.56M ﹤0.01%
126,124
-1,359,347
2387
$4.56M ﹤0.01%
401,762
-1,707,637
2388
$4.54M ﹤0.01%
123,828
-15,505
2389
$4.54M ﹤0.01%
413,009
+314,835
2390
$4.53M ﹤0.01%
125,290
+9,388
2391
$4.53M ﹤0.01%
536,351
+391,197
2392
$4.52M ﹤0.01%
183,844
+1,530
2393
$4.51M ﹤0.01%
85,597
+14,658
2394
$4.5M ﹤0.01%
453,630
+183,151
2395
$4.49M ﹤0.01%
172,901
+24,748
2396
$4.49M ﹤0.01%
231,411
+69,827
2397
$4.48M ﹤0.01%
224,585
-179,902
2398
$4.47M ﹤0.01%
104,122
+62,868
2399
$4.47M ﹤0.01%
581,506
+465,831
2400
$4.47M ﹤0.01%
190,946
-74,947