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
1101
$40.6M ﹤0.01%
7,414,254
+3,689,663
1102
$40.6M ﹤0.01%
285,170
+55,981
1103
$40.5M ﹤0.01%
355,237
+37,443
1104
$40.4M ﹤0.01%
1,096,477
+255,228
1105
$40.3M ﹤0.01%
970,071
+2,789
1106
$40.2M ﹤0.01%
1,543,277
+100,855
1107
$40.2M ﹤0.01%
1,337,111
+268,877
1108
$40.2M ﹤0.01%
786,322
+682,138
1109
$39.9M ﹤0.01%
1,575,636
+962,018
1110
$39.7M ﹤0.01%
353,243
-193,206
1111
$39.7M ﹤0.01%
575,242
+19,226
1112
$39.6M ﹤0.01%
3,913,613
+48,164
1113
$39.5M ﹤0.01%
302,802
+8,823
1114
$39.3M ﹤0.01%
945,099
-9,695
1115
$39.2M ﹤0.01%
3,776,472
+1,209,634
1116
$39.1M ﹤0.01%
450,322
+189,001
1117
$39.1M ﹤0.01%
387,037
-24,038
1118
$38.9M ﹤0.01%
598,957
+484,854
1119
$38.8M ﹤0.01%
754,481
+217,027
1120
$38.8M ﹤0.01%
235,850
-28,713
1121
$38.7M ﹤0.01%
970,769
+321,147
1122
$38.7M ﹤0.01%
248,253
+23,600
1123
$38.6M ﹤0.01%
411,834
+96,082
1124
$38.4M ﹤0.01%
2,060,806
+42,912
1125
$38.3M ﹤0.01%
889,218
+184,016