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JPMorgan Chase & Co.

CIK:0000019617
Bank
$3.4T AUM
7,007 holdings
New York, NY, United States
Founded:1799
300,000 employees
Latest filing:Jun 30, 2025

JPMorgan Chase & Co. is a leading global financial services firm headquartered in New York City. Founded in 1799, it operates in more than 100 countries, serving millions of individuals, corporations, governments, and institutions. The firm employs over 300,000 people worldwide and offers a comprehensive suite of investment banking, asset management, commercial banking, and consumer financial services. It is known for a strong balance sheet, risk management, operational resilience, and a longstanding commitment to serving clients, communities, and shareholders at scale.

Investment Strategy

JPMorgan Chase & Co. employs a diversified and customer-centric investment strategy, leveraging its comprehensive product suite to meet a variety of client needs across retail, commercial, and institutional segments. The firm focuses on long-term shareholder value, operational and risk discipline, and continuous technological innovation. Its asset and wealth management strategies include investment in equities, fixed income, alternative assets, and sustainable investing, all built upon global reach, rigorous risk management, and consistent integration of environmental and social factors into business decisions.

Top Buys
N
NVDANVIDIA CORPORATION
+$27.45B
M
MSFTMICROSOFT CORP
+$24.81B
A
AVGOBROADCOM INC
+$10.65B
M
METAMETA PLATFORMS INC
+$6.85B
T
TSLATESLA INC
+$4.40B
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$7.53B
F
FIFISERV INC
-$2.26B
U
UNPUNION PAC CORP
-$2.04B
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$1.95B
L
LINLINDE PLC
-$1.94B

Research Analysts

Top Holdings

M
MSFTMICROSOFT CORP
+5.1%$78.12B
N
NVDANVIDIA CORPORATION
+4.8%$73.08B
A
AAPLAPPLE INC
+2.9%$44.03B
A
AMZNAMAZON COM INC
+2.8%$42.30B
M
METAMETA PLATFORMS INC
+2.6%$40.39B

Equity Positions (5,580)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP5.11%$78.12B157,058,938$233.32$497.41+$24.81B
N
NVDA
NVIDIA CORPORATION4.78%$73.08B462,586,867$42.74$157.99+$27.45B
A
AAPL
APPLE INC2.88%$44.03B214,606,399$120.13$205.17-$116.2M
A
AMZN
AMAZON COM INC2.77%$42.30B192,799,927$105.85$219.39+$4.20B
M
META
META PLATFORMS INC2.64%$40.39B54,721,870$282.35$738.09+$6.85B

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+9.3%
SEMICONDUCTORS & RELATED DEVICES
+8.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.8%
SERVICES-BUSINESS SERVICES, NEC
+3.5%
PHARMACEUTICAL PREPARATIONS
+3.4%