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
101
$1.95B 0.21%
81,334,198
+47,475,562
102
$1.89B 0.21%
701,525
-129,320
103
$1.89B 0.21%
30,423,498
-776,958
104
$1.88B 0.2%
3,500,156
+514,838
105
$1.86B 0.2%
4,077,676
+436,866
106
$1.85B 0.2%
25,527,937
-484,831
107
$1.85B 0.2%
6,709,266
+14,705
108
$1.83B 0.2%
4,193,533
-482,958
109
$1.8B 0.2%
34,372,540
+930,185
110
$1.77B 0.19%
53,650,095
-2,316,655
111
$1.73B 0.19%
19,649,181
-700,802
112
$1.72B 0.19%
75,142,569
+3,825,015
113
$1.71B 0.19%
29,760,640
+5,929,790
114
$1.71B 0.19%
2,468,329
+136,187
115
$1.66B 0.18%
52,639,400
+1,471,792
116
$1.66B 0.18%
44,560,802
-1,446,581
117
$1.63B 0.18%
7,597,519
-123,716
118
$1.63B 0.18%
14,974,699
+811,446
119
$1.63B 0.18%
12,673,177
+1,908,349
120
$1.62B 0.18%
93,897,501
+31,395,396
121
$1.62B 0.18%
20,443,796
-631,849
122
$1.61B 0.17%
8,752,710
-995,886
123
$1.59B 0.17%
3,713,292
+284,986
124
$1.58B 0.17%
42,976,537
+7,246,745
125
$1.56B 0.17%
2,155,655
+45,007