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
1076
$43.7M ﹤0.01%
571,717
+265,638
1077
$43.2M ﹤0.01%
1,561,281
-41,423
1078
$43.1M ﹤0.01%
622,785
+9,738
1079
$42.9M ﹤0.01%
5,350,883
+630,661
1080
$42.8M ﹤0.01%
1,564,721
-55,682
1081
$42.7M ﹤0.01%
1,599,633
+1,180,014
1082
$42.4M ﹤0.01%
258,027
+7,921
1083
$42.3M ﹤0.01%
110,876
-6,496
1084
$42.2M ﹤0.01%
3,123,415
+73,015
1085
$42.1M ﹤0.01%
758,189
+26,064
1086
$41.8M ﹤0.01%
626,495
-140,645
1087
$41.6M ﹤0.01%
120,958
+13,036
1088
$41.6M ﹤0.01%
4,671,300
-63,959
1089
$41.5M ﹤0.01%
945,667
-152,096
1090
$41.5M ﹤0.01%
650,934
-2,601
1091
$41.5M ﹤0.01%
1,323,326
+1,263,536
1092
$41.4M ﹤0.01%
818,169
+359,872
1093
$41.4M ﹤0.01%
1,629,228
+963,194
1094
$41.3M ﹤0.01%
493,317
+60,030
1095
$41.3M ﹤0.01%
336,652
-9,125
1096
$41.3M ﹤0.01%
2,231,655
+132,474
1097
$41.1M ﹤0.01%
1,033,371
+37,794
1098
$40.9M ﹤0.01%
721,863
+948
1099
$40.8M ﹤0.01%
1,933,849
+103,311
1100
$40.7M ﹤0.01%
2,910,980
-661,435