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
1376
$25.1M ﹤0.01%
309,614
+95,877
1377
$25.1M ﹤0.01%
334,381
-37,367
1378
$25M ﹤0.01%
664,142
+10,834
1379
$24.9M ﹤0.01%
417,725
-25,980
1380
$24.9M ﹤0.01%
173,697
-31,502
1381
$24.8M ﹤0.01%
683,924
-1,700
1382
$24.7M ﹤0.01%
577,304
+65,334
1383
$24.7M ﹤0.01%
394,584
+47,358
1384
$24.6M ﹤0.01%
687,950
+44,853
1385
$24.5M ﹤0.01%
459,256
+119,221
1386
$24.5M ﹤0.01%
5,728,918
-253,617
1387
$24.4M ﹤0.01%
1,299,851
+59,462
1388
$24.4M ﹤0.01%
195,711
-6,674
1389
$24.4M ﹤0.01%
373,161
-101,249
1390
$24.3M ﹤0.01%
412,803
-170,632
1391
$24.3M ﹤0.01%
1,467,157
+480,636
1392
$24.3M ﹤0.01%
188,799
-175,911
1393
$24.3M ﹤0.01%
3,101,988
+1,375,688
1394
$24.3M ﹤0.01%
2,326,900
+2,076,900
1395
$24.3M ﹤0.01%
381,297
-29,279
1396
$24.2M ﹤0.01%
889,136
+6,880
1397
$24.1M ﹤0.01%
1,325,166
-1,028,704
1398
$24.1M ﹤0.01%
251,648
+32,112
1399
$24.1M ﹤0.01%
331,510
-46,786
1400
$24.1M ﹤0.01%
346,966
+64,151