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
1001
$54.3M 0.01%
1,405,797
+233,346
1002
$54.2M 0.01%
1,028,351
-2
1003
$53.8M 0.01%
3,862,090
+741
1004
$53.5M 0.01%
1,395,984
-39,978
1005
$53.3M 0.01%
1,138,255
-12,723
1006
$52.9M 0.01%
1,760,234
-329,976
1007
$52.9M 0.01%
647,702
+86,717
1008
$52.8M 0.01%
321,618
-28,310
1009
$52.8M 0.01%
3,495,751
+319,203
1010
$52.8M 0.01%
741,560
+205,238
1011
$52.7M 0.01%
1,087,633
-79,002
1012
$52.4M 0.01%
213,873
-11,681
1013
$52.1M 0.01%
807,198
+269,853
1014
$52.1M 0.01%
10,919,068
+689,149
1015
$51.9M 0.01%
5,195,600
+2,260,285
1016
$51.8M 0.01%
198,137
+24,179
1017
$51.8M 0.01%
347,821
+90,387
1018
$51.6M 0.01%
5,025,658
+242,366
1019
$51.4M 0.01%
1,118,528
+257,657
1020
$51.3M 0.01%
2,564,004
-92,800
1021
$51.3M 0.01%
779,499
-58,634
1022
$51.1M 0.01%
1,342,176
+374,376
1023
$51M 0.01%
1,168,006
+248,208
1024
$50.8M 0.01%
23,074,795
-3,742,503
1025
$50.7M 0.01%
2,991,361
+1,652