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
1451
$22.2M ﹤0.01%
986,674
+85,544
1452
$22.2M ﹤0.01%
432,053
-11,264
1453
$22.1M ﹤0.01%
318,744
-11,243
1454
$21.9M ﹤0.01%
348,873
+72,542
1455
$21.9M ﹤0.01%
15,839
+1,449
1456
$21.9M ﹤0.01%
117,380
-6,940
1457
$21.9M ﹤0.01%
157,287
-1,658
1458
$21.8M ﹤0.01%
183,681
-16,817
1459
$21.8M ﹤0.01%
1,212,762
-599,376
1460
$21.8M ﹤0.01%
418,195
-8,674
1461
$21.8M ﹤0.01%
746,384
+364,921
1462
$21.7M ﹤0.01%
908,928
+210,391
1463
$21.7M ﹤0.01%
228,408
+23,560
1464
$21.7M ﹤0.01%
288,497
-80,629
1465
$21.7M ﹤0.01%
631,379
+222,050
1466
$21.6M ﹤0.01%
396,087
-76,851
1467
$21.5M ﹤0.01%
647,484
-17,016
1468
$21.5M ﹤0.01%
469,750
1469
$21.4M ﹤0.01%
3,436,169
-6,143,125
1470
$21.3M ﹤0.01%
246,526
-121,378
1471
$21.3M ﹤0.01%
357,294
+48,958
1472
$21.3M ﹤0.01%
175,767
+13,615
1473
$21.2M ﹤0.01%
1,663,944
-471,816
1474
$21.2M ﹤0.01%
821,503
+536,316
1475
$21.2M ﹤0.01%
280,047
+20,409