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
1201
$33M ﹤0.01%
4,706,183
+1,106,452
1202
$33M ﹤0.01%
1,121,160
-12,820
1203
$32.8M ﹤0.01%
812,721
+263,567
1204
$32.8M ﹤0.01%
275,905
+28,539
1205
$32.8M ﹤0.01%
1,150,352
-85,604
1206
$32.7M ﹤0.01%
1,645,482
+35,081
1207
$32.7M ﹤0.01%
866,975
+317,173
1208
$32.7M ﹤0.01%
1,214,515
+195,373
1209
$32.4M ﹤0.01%
432,348
+18,858
1210
$32.4M ﹤0.01%
702,628
-19,509
1211
$32.4M ﹤0.01%
350,000
+4
1212
$32.4M ﹤0.01%
924,718
+167,141
1213
$32.2M ﹤0.01%
82,530
-13,753
1214
$32.1M ﹤0.01%
279,706
+1,463
1215
$32.1M ﹤0.01%
141,099
+31,855
1216
$32.1M ﹤0.01%
939,551
+339,141
1217
$32.1M ﹤0.01%
382,514
+42,486
1218
$32.1M ﹤0.01%
174,913
+66,753
1219
$32M ﹤0.01%
1,296,730
-203,537
1220
$32M ﹤0.01%
2,049,238
-611,447
1221
$32M ﹤0.01%
1,906,503
-55,211
1222
$31.9M ﹤0.01%
485,041
+8,751
1223
$31.9M ﹤0.01%
337,963
+52,678
1224
$31.9M ﹤0.01%
821,025
+174,309
1225
$31.8M ﹤0.01%
626,623
+145,660