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
1301
$28.2M ﹤0.01%
2,717,323
-228,374
1302
$28.2M ﹤0.01%
239,783
+1,374
1303
$28.1M ﹤0.01%
829,678
+34,165
1304
$28.1M ﹤0.01%
203,230
+52,129
1305
$28.1M ﹤0.01%
3,029,621
+97,631
1306
$28M ﹤0.01%
1,905,456
+177,976
1307
$28M ﹤0.01%
593,544
-236,283
1308
$27.9M ﹤0.01%
2,068,571
+1,223,135
1309
$27.9M ﹤0.01%
540,542
+16,500
1310
$27.9M ﹤0.01%
237,004
-170,766
1311
$27.9M ﹤0.01%
466,153
+8,877
1312
$27.8M ﹤0.01%
929,392
-54,872
1313
$27.8M ﹤0.01%
1,034,455
+36,589
1314
$27.8M ﹤0.01%
3,364,859
+5,697
1315
$27.7M ﹤0.01%
241,609
+90,340
1316
$27.7M ﹤0.01%
867,675
+469,637
1317
$27.7M ﹤0.01%
+877,309
1318
$27.6M ﹤0.01%
543,861
-265,226
1319
$27.6M ﹤0.01%
442,770
+128,951
1320
$27.5M ﹤0.01%
499,617
-93,705
1321
$27.5M ﹤0.01%
2,815,630
+1,405,825
1322
$27.4M ﹤0.01%
1,016,120
+32,344
1323
$27.4M ﹤0.01%
938,228
+72,778
1324
$27.3M ﹤0.01%
2,043,683
+727,376
1325
$27.3M ﹤0.01%
1,317,797
-255,091