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
601
$157M 0.02%
1,571,886
+37,993
602
$154M 0.02%
1,331,430
-25,497
603
$154M 0.02%
4,530,021
+231,515
604
$153M 0.02%
993,849
-316,391
605
$153M 0.02%
1,209,530
+14,597
606
$153M 0.02%
3,570,086
+243,574
607
$152M 0.02%
3,193,232
+203,943
608
$152M 0.02%
3,037,253
+161,493
609
$152M 0.02%
773,416
-97,946
610
$151M 0.02%
404,033
-192,124
611
$151M 0.02%
1,398,043
-272,131
612
$151M 0.02%
2,104,728
+54,292
613
$151M 0.02%
1,864,810
+30,300
614
$151M 0.02%
3,583,530
-88,372
615
$151M 0.02%
2,865,933
+66,508
616
$151M 0.02%
928,133
-467,317
617
$151M 0.02%
6,297,930
+2,196,409
618
$151M 0.02%
1,620,046
+41,401
619
$150M 0.02%
2,610,394
-54,256
620
$150M 0.02%
3,324,902
+190,595
621
$149M 0.02%
775,072
-3,900
622
$149M 0.02%
1,942,061
+156,900
623
$149M 0.02%
2,856,004
+241,992
624
$149M 0.02%
2,076,592
-586,256
625
$148M 0.02%
1,309,882
+57,503