JP Morgan Chase & Co

JP Morgan Chase & Co 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
$873B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,546
New
Increased
Reduced
Closed

Top Buys

1 +$6.27B
2 +$5.61B
3 +$3.32B
4
META icon
Meta Platforms (Facebook)
META
+$3.21B
5
AAPL icon
Apple
AAPL
+$2.9B

Top Sells

1 +$3.23B
2 +$1.76B
3 +$702M
4
NKE icon
Nike
NKE
+$702M
5
TSLA icon
Tesla
TSLA
+$652M

Sector Composition

1 Technology 20.52%
2 Healthcare 11.04%
3 Financials 9.44%
4 Consumer Discretionary 8.87%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$271M 0.03%
4,384,004
+1,634,028
452
$270M 0.03%
1,240,651
-5,268
453
$269M 0.03%
8,736,171
+64,608
454
$268M 0.03%
4,177,657
+421,143
455
$268M 0.03%
3,361,534
+15,177
456
$267M 0.03%
5,334,979
-8,562
457
$266M 0.03%
2,613,379
-765,659
458
$266M 0.03%
4,629,040
+1,514,220
459
$265M 0.03%
10,756,954
+1,174,784
460
$263M 0.03%
4,528,121
+433,594
461
$259M 0.03%
2,890,804
-118,421
462
$259M 0.03%
2,037,956
+71,597
463
$257M 0.03%
2,360,323
+338,649
464
$256M 0.03%
1,511,229
+569,505
465
$255M 0.03%
2,281,934
-2,163
466
$254M 0.03%
2,808,847
+11,509
467
$253M 0.03%
2,920,687
+87,331
468
$253M 0.03%
4,194,890
-354,659
469
$252M 0.03%
2,802,709
+2,000,307
470
$248M 0.03%
1,711,470
+10,037
471
$247M 0.03%
2,565,648
+456,284
472
$247M 0.03%
1,205,562
+288,919
473
$247M 0.03%
2,102,848
+284,833
474
$243M 0.03%
8,624,414
-62,092
475
$241M 0.03%
6,077,036
+2,060,370