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
1051
$47.5M 0.01%
617,848
+87,585
1052
$47.4M 0.01%
802,678
+329,382
1053
$47.3M 0.01%
874,855
+130,164
1054
$47.2M 0.01%
1,522,109
+33,582
1055
$46.8M 0.01%
542,521
-38,331
1056
$46.4M 0.01%
716,173
-51,842
1057
$46.3M 0.01%
1,290,213
-573,246
1058
$46.1M 0.01%
650,721
-78,215
1059
$46M 0.01%
2,358,543
-30,819
1060
$45.9M 0.01%
1,143,814
-144,468
1061
$45.9M 0.01%
1,979,286
-1,204,024
1062
$45.6M 0.01%
1,397,960
+1,151,593
1063
$45.5M ﹤0.01%
636,333
+279,231
1064
$45.1M ﹤0.01%
191,548
+70,715
1065
$45M ﹤0.01%
617,755
+286,943
1066
$44.6M ﹤0.01%
202,153
-14,944
1067
$44.6M ﹤0.01%
3,803,333
-1,829,664
1068
$44.4M ﹤0.01%
566,707
+30,483
1069
$44.2M ﹤0.01%
192,480
+19,079
1070
$44.2M ﹤0.01%
584,299
+28,597
1071
$43.9M ﹤0.01%
826,911
+214,991
1072
$43.8M ﹤0.01%
2,323,177
+899,560
1073
$43.8M ﹤0.01%
1,067,723
+10,328
1074
$43.8M ﹤0.01%
558,072
-164,767
1075
$43.7M ﹤0.01%
1,029,409
-1,469,202