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
2401
$4.46M ﹤0.01%
737,905
+8,359
2402
$4.46M ﹤0.01%
341,675
+313,690
2403
$4.45M ﹤0.01%
90,004
-8,618
2404
$4.45M ﹤0.01%
252,244
+4,551
2405
$4.43M ﹤0.01%
481,106
+147,339
2406
$4.42M ﹤0.01%
100,658
+20,276
2407
$4.42M ﹤0.01%
117,767
+4,014
2408
$4.41M ﹤0.01%
153,404
+59,545
2409
$4.41M ﹤0.01%
293,156
2410
$4.4M ﹤0.01%
68,924
-2,189
2411
$4.4M ﹤0.01%
130,574
+17,766
2412
$4.39M ﹤0.01%
31,321
+1,961
2413
$4.39M ﹤0.01%
98,614
+11,580
2414
$4.37M ﹤0.01%
106,478
+57,402
2415
$4.37M ﹤0.01%
44,927
+2,702
2416
$4.37M ﹤0.01%
58,555
-5,676
2417
$4.37M ﹤0.01%
217,570
+215,639
2418
$4.36M ﹤0.01%
110,144
+50,910
2419
$4.35M ﹤0.01%
323,598
+41,959
2420
$4.34M ﹤0.01%
127,093
-1,415,786
2421
$4.32M ﹤0.01%
570,074
+440,077
2422
$4.32M ﹤0.01%
125,338
+42,778
2423
$4.32M ﹤0.01%
120,945
+56,517
2424
$4.32M ﹤0.01%
53,886
+371
2425
$4.29M ﹤0.01%
108,800
-19,793