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
2451
$4.13M ﹤0.01%
225,681
+220,424
2452
$4.1M ﹤0.01%
106,605
+18,309
2453
$4.1M ﹤0.01%
106,859
+37,862
2454
$4.09M ﹤0.01%
81,383
+19,802
2455
$4.08M ﹤0.01%
42,137
+19,130
2456
$4.06M ﹤0.01%
463,851
-182,985
2457
$4.06M ﹤0.01%
465,190
+24,066
2458
$4.05M ﹤0.01%
151,361
-40,720
2459
$4.02M ﹤0.01%
125,612
+39,174
2460
$4M ﹤0.01%
2,742,201
+172,609
2461
$4M ﹤0.01%
164,174
+46,265
2462
$4M ﹤0.01%
175,104
2463
$3.98M ﹤0.01%
229,000
-49,552
2464
$3.98M ﹤0.01%
130,362
+12,453
2465
$3.97M ﹤0.01%
55,375
+26,837
2466
$3.97M ﹤0.01%
162,694
+31,722
2467
$3.97M ﹤0.01%
51,085
+50,497
2468
$3.96M ﹤0.01%
62,248
-2,404
2469
$3.96M ﹤0.01%
144,135
+10,582
2470
$3.96M ﹤0.01%
116,924
-47,538
2471
$3.95M ﹤0.01%
35,086
-16,512
2472
$3.94M ﹤0.01%
160,342
-282,716
2473
$3.94M ﹤0.01%
509,310
+89,028
2474
$3.92M ﹤0.01%
32,194
+7,265
2475
$3.92M ﹤0.01%
114,103
-906,916