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
76
$2.77B 0.3%
2,336,566
+107,637
77
$2.74B 0.3%
8,018,676
+826,885
78
$2.69B 0.29%
8,992,121
+1,093,033
79
$2.66B 0.29%
5,102,478
-278,440
80
$2.55B 0.28%
8,211,939
-961,182
81
$2.55B 0.28%
17,187,832
-1,840,683
82
$2.4B 0.26%
37,328,360
+2,136,480
83
$2.37B 0.26%
55,296,150
+3,901,650
84
$2.3B 0.25%
922,929
-166,964
85
$2.29B 0.25%
24,566,215
+1,585,622
86
$2.25B 0.24%
30,828,280
+1,064,381
87
$2.25B 0.24%
5,897,184
+36,009
88
$2.22B 0.24%
15,057,041
+1,064,150
89
$2.22B 0.24%
96,926,855
+4,250,679
90
$2.17B 0.24%
10,464,104
+529,728
91
$2.17B 0.24%
35,033,519
+4,089,978
92
$2.16B 0.23%
35,003,290
+1,745,652
93
$2.14B 0.23%
4,831,726
-1,160,226
94
$2.11B 0.23%
8,898,088
-434,372
95
$2.1B 0.23%
5,955,525
-405,233
96
$2.07B 0.23%
25,532,359
+10,066,797
97
$2.07B 0.22%
59,260,492
-2,994,592
98
$2.02B 0.22%
32,294,384
+9,017,393
99
$1.98B 0.22%
37,759,821
+7,662,732
100
$1.97B 0.21%
14,810,049
-1,706,057
2 3
4
5 6