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
726
$113M 0.01%
1,627,952
+390,176
727
$112M 0.01%
1,078,180
+548,254
728
$112M 0.01%
1,950,527
+538,005
729
$112M 0.01%
752,195
+43,797
730
$111M 0.01%
324,253
+161,318
731
$111M 0.01%
8,885,512
+278,524
732
$111M 0.01%
1,959,785
+141,684
733
$111M 0.01%
1,473,609
-348,890
734
$111M 0.01%
1,458,044
-198,856
735
$111M 0.01%
4,678,207
+374,987
736
$110M 0.01%
839,375
+84,787
737
$110M 0.01%
1,439,044
+55,791
738
$110M 0.01%
1,490,401
+586,694
739
$109M 0.01%
637,114
-145,629
740
$109M 0.01%
4,403,780
+106,388
741
$109M 0.01%
1,856,060
-183,159
742
$109M 0.01%
1,994,097
+1,271,771
743
$109M 0.01%
5,780,910
-204,067
744
$109M 0.01%
2,680,107
+261,355
745
$108M 0.01%
133,995
+7,428
746
$108M 0.01%
733,360
-45,016
747
$108M 0.01%
1,027,595
-357,793
748
$108M 0.01%
1,286,875
+148,377
749
$108M 0.01%
1,579,682
+175,620
750
$108M 0.01%
1,130,695
+240,570