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
776
$100M 0.01%
448,933
+113,449
777
$99.8M 0.01%
990,498
+23,104
778
$99.5M 0.01%
5,924,217
+68,059
779
$99.5M 0.01%
2,950,871
-465,688
780
$99.5M 0.01%
836,501
-51,393
781
$99.3M 0.01%
2,079,388
+656,880
782
$99.2M 0.01%
1,493,301
-2,112,247
783
$99M 0.01%
909,263
+263,493
784
$99M 0.01%
497,571
+64,149
785
$98.9M 0.01%
7,994,383
-167,733
786
$98.8M 0.01%
1,806,933
+144,957
787
$98.7M 0.01%
1,191,717
-8,378
788
$98.1M 0.01%
1,133,210
+749,335
789
$97.4M 0.01%
10,811,513
+233,816
790
$97.3M 0.01%
1,362,332
-230,301
791
$97.3M 0.01%
956,666
+85,298
792
$96.7M 0.01%
386,372
+10,015
793
$96.6M 0.01%
2,364,198
+2,303,716
794
$96.4M 0.01%
1,474,467
-117,593
795
$96.3M 0.01%
1,151,085
-149,481
796
$96.1M 0.01%
3,776,913
+420,475
797
$96.1M 0.01%
822,274
+207,680
798
$96M 0.01%
2,269,190
-18,292
799
$95.8M 0.01%
6,341,212
+322,857
800
$95.8M 0.01%
1,777,552
-107,193