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
4951
$8.27K ﹤0.01%
+900
4952
$8.25K ﹤0.01%
1,361
4953
$8.21K ﹤0.01%
570
-3,997
4954
$8.18K ﹤0.01%
2,046
-19,574
4955
$8.17K ﹤0.01%
333
-1,472
4956
$8.16K ﹤0.01%
1,246
-4,364
4957
$8.15K ﹤0.01%
200
4958
$8.09K ﹤0.01%
+2,450
4959
$8.07K ﹤0.01%
2,732
4960
$8.05K ﹤0.01%
+225
4961
$7.92K ﹤0.01%
310
-168,895
4962
$7.89K ﹤0.01%
870
-2,353
4963
$7.73K ﹤0.01%
378
-240
4964
$7.72K ﹤0.01%
+4,243
4965
$7.44K ﹤0.01%
112
-5,000
4966
$7.39K ﹤0.01%
469
4967
$7.39K ﹤0.01%
1,336
-8,747
4968
$7.24K ﹤0.01%
+915
4969
$7.08K ﹤0.01%
2,701
4970
$7.03K ﹤0.01%
1,148
-6,706
4971
$7K ﹤0.01%
1,512
+1,385
4972
$6.91K ﹤0.01%
1,985
+1,794
4973
$6.86K ﹤0.01%
+727
4974
$6.83K ﹤0.01%
2,064
+24
4975
$6.76K ﹤0.01%
3,433