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
551
$190M 0.02%
2,507,900
+765,295
552
$189M 0.02%
1,924,203
+223,091
553
$189M 0.02%
805,917
+83,628
554
$189M 0.02%
1,322,459
-102,489
555
$188M 0.02%
1,807,891
+925,378
556
$188M 0.02%
6,435,191
-738,618
557
$187M 0.02%
8,351,394
+39,058
558
$187M 0.02%
9,905,382
+194,800
559
$187M 0.02%
1,687,041
+67,086
560
$187M 0.02%
2,967,493
+431,501
561
$187M 0.02%
3,144,215
+123,691
562
$185M 0.02%
3,550,250
+337,096
563
$185M 0.02%
3,877,811
+43,656
564
$185M 0.02%
1,961,874
-194,135
565
$185M 0.02%
2,209,246
+667,871
566
$184M 0.02%
10,839,938
+793,953
567
$183M 0.02%
9,727,833
-125,785
568
$183M 0.02%
925,889
+15,961
569
$183M 0.02%
2,429,546
+189,897
570
$181M 0.02%
725,027
+76,272
571
$180M 0.02%
2,808,473
+440,168
572
$180M 0.02%
1,603,151
-245,927
573
$180M 0.02%
7,164,746
+4,457,822
574
$179M 0.02%
2,648,057
+23,455
575
$178M 0.02%
1,092,786
+47,029