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
1401
$24M ﹤0.01%
1,063,864
+727,134
1402
$24M ﹤0.01%
264,501
+47,075
1403
$24M ﹤0.01%
1,040,015
-1,677,560
1404
$23.9M ﹤0.01%
339,904
+57,868
1405
$23.9M ﹤0.01%
583,901
+24,274
1406
$23.8M ﹤0.01%
525,731
+44,546
1407
$23.8M ﹤0.01%
1,261,873
-3,090,535
1408
$23.8M ﹤0.01%
36,209
+3,354
1409
$23.8M ﹤0.01%
694,783
-47,448
1410
$23.8M ﹤0.01%
224,320
+10,119
1411
$23.8M ﹤0.01%
910,720
+12,849
1412
$23.7M ﹤0.01%
695,675
-43,494
1413
$23.7M ﹤0.01%
1,137,689
-292,460
1414
$23.6M ﹤0.01%
387,604
+167,876
1415
$23.6M ﹤0.01%
1,237,774
+279,252
1416
$23.6M ﹤0.01%
741,053
+64,075
1417
$23.6M ﹤0.01%
303,533
+8,523
1418
$23.6M ﹤0.01%
400,683
-19,004
1419
$23.6M ﹤0.01%
778,514
+738,939
1420
$23.6M ﹤0.01%
389,160
+37,768
1421
$23.5M ﹤0.01%
160,474
+3,349
1422
$23.4M ﹤0.01%
554,483
-1,737,501
1423
$23.3M ﹤0.01%
572,940
+56,164
1424
$23.3M ﹤0.01%
325,694
+78,528
1425
$23.1M ﹤0.01%
+970,623