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
1276
$29.3M ﹤0.01%
203,764
+4,078
1277
$29.2M ﹤0.01%
311,581
+37,247
1278
$29.2M ﹤0.01%
612,392
-13,880
1279
$29.1M ﹤0.01%
450,020
-21,483
1280
$29.1M ﹤0.01%
709,857
-654,545
1281
$29M ﹤0.01%
553,137
-96,315
1282
$29M ﹤0.01%
805,907
-343,539
1283
$29M ﹤0.01%
466,788
-80,590
1284
$28.9M ﹤0.01%
567,833
+139,153
1285
$28.9M ﹤0.01%
1,022,473
+227
1286
$28.8M ﹤0.01%
428,622
-32,747
1287
$28.8M ﹤0.01%
1,385,826
+695,255
1288
$28.8M ﹤0.01%
146,662
+1,821
1289
$28.7M ﹤0.01%
486,974
+3,154
1290
$28.7M ﹤0.01%
2,550,161
-965,085
1291
$28.7M ﹤0.01%
8,300,959
+2,937,334
1292
$28.7M ﹤0.01%
618,089
+571,732
1293
$28.7M ﹤0.01%
1,516,062
-1,097
1294
$28.7M ﹤0.01%
186,207
+55,930
1295
$28.6M ﹤0.01%
240,621
+30,496
1296
$28.5M ﹤0.01%
392,992
+220,268
1297
$28.4M ﹤0.01%
353,657
-883,814
1298
$28.4M ﹤0.01%
1,719,615
+771,299
1299
$28.3M ﹤0.01%
12,011,244
-1,728,080
1300
$28.3M ﹤0.01%
414,065
+86,347