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
1326
$27.3M ﹤0.01%
1,521,175
+316,315
1327
$27.1M ﹤0.01%
2,010,072
+906,150
1328
$27.1M ﹤0.01%
236,364
+182,387
1329
$27M ﹤0.01%
230,383
+77,561
1330
$27M ﹤0.01%
540,504
+41,605
1331
$27M ﹤0.01%
289,246
+18,243
1332
$26.9M ﹤0.01%
3,124,760
+747,344
1333
$26.9M ﹤0.01%
753,230
+668,064
1334
$26.9M ﹤0.01%
179,699
+10,548
1335
$26.9M ﹤0.01%
139,841
+49,604
1336
$26.8M ﹤0.01%
988,244
+253,040
1337
$26.8M ﹤0.01%
106,440
+2,108
1338
$26.7M ﹤0.01%
279,550
-48,788
1339
$26.7M ﹤0.01%
614,514
+348,601
1340
$26.7M ﹤0.01%
930,213
+371,174
1341
$26.7M ﹤0.01%
641,523
+37,003
1342
$26.6M ﹤0.01%
653,350
-17,782
1343
$26.6M ﹤0.01%
133,005
-6,875
1344
$26.5M ﹤0.01%
512,222
+70,552
1345
$26.4M ﹤0.01%
1,584,516
+1,231,905
1346
$26.4M ﹤0.01%
189,553
-24,995
1347
$26.3M ﹤0.01%
1,154,351
-90,130
1348
$26.3M ﹤0.01%
2,105,124
+242,609
1349
$26.2M ﹤0.01%
441,522
-41,123
1350
$26.1M ﹤0.01%
1,492,617
-11,586