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
1026
$50.7M 0.01%
156,161
-38,188
1027
$50.6M 0.01%
8,233,837
+180,643
1028
$50.6M 0.01%
903,158
-1,216,228
1029
$50.5M 0.01%
1,945,415
+243,476
1030
$50.5M 0.01%
208,173
+10,343
1031
$50.4M 0.01%
388,231
-111,329
1032
$50.3M 0.01%
3,924,295
+406,586
1033
$49.7M 0.01%
2,178,857
+969,437
1034
$49.6M 0.01%
5,195,127
+85,328
1035
$49.6M 0.01%
4,930,710
-6,143,203
1036
$49.6M 0.01%
1,998,223
-14,220
1037
$49.6M 0.01%
299,794
+38,426
1038
$49.5M 0.01%
572,058
-75,529
1039
$49.5M 0.01%
269,258
+33,197
1040
$49.4M 0.01%
9,305,443
-121,755
1041
$49.2M 0.01%
1,085,329
+35,455
1042
$49.1M 0.01%
3,551,273
-872,509
1043
$49.1M 0.01%
959,637
-228,661
1044
$48.9M 0.01%
2,184,446
+1,046,136
1045
$48.5M 0.01%
1,509,069
+168,717
1046
$48.5M 0.01%
5,819,037
+1,985,636
1047
$48.4M 0.01%
735,281
+288,614
1048
$48.3M 0.01%
443,090
+48,148
1049
$48.3M 0.01%
1,131,564
+36,933
1050
$47.5M 0.01%
2,681,523
+1,018,798