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
51
$3.74B 0.41%
38,154,582
+1,156,757
52
$3.71B 0.4%
32,604,644
-3,563,157
53
$3.67B 0.4%
27,762,498
+1,379,964
54
$3.53B 0.38%
19,599,901
-1,756,689
55
$3.51B 0.38%
23,140,751
+289,231
56
$3.44B 0.37%
18,597,133
+1,654,189
57
$3.36B 0.37%
70,314,326
-2,697,401
58
$3.25B 0.35%
9,537,011
+704,689
59
$3.2B 0.35%
20,366,684
-426,051
60
$3.19B 0.35%
58,152,513
+1,258,977
61
$3.15B 0.34%
18,069,038
+1,732,832
62
$3.1B 0.34%
16,205,079
-1,748,414
63
$3.07B 0.33%
26,852,905
+1,863,132
64
$3.04B 0.33%
43,137,742
-3,498,759
65
$3B 0.33%
59,674,437
+1,671,150
66
$2.96B 0.32%
15,984,554
+885,721
67
$2.92B 0.32%
9,448,592
+2,213,761
68
$2.87B 0.31%
33,821,261
+4,296,274
69
$2.86B 0.31%
13,554,204
+1,867,929
70
$2.81B 0.31%
12,385,268
+1,660,079
71
$2.79B 0.3%
28,612,398
+1,876,540
72
$2.79B 0.3%
48,361,703
+26,855,553
73
$2.78B 0.3%
17,273,800
-1,105,267
74
$2.78B 0.3%
24,063,316
+4,350,744
75
$2.77B 0.3%
31,938,000
+16,857,990
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3
4 5