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
1476
$21.2M ﹤0.01%
831,523
+435,295
1477
$21.1M ﹤0.01%
5,922,698
+2,055,181
1478
$21M ﹤0.01%
206,223
+82,980
1479
$21M ﹤0.01%
1,848,429
+169,689
1480
$21M ﹤0.01%
395,368
+137,080
1481
$21M ﹤0.01%
1,055,530
+236,401
1482
$20.9M ﹤0.01%
808,206
-11,586
1483
$20.8M ﹤0.01%
201,422
-209,528
1484
$20.8M ﹤0.01%
368,647
-44,649
1485
$20.8M ﹤0.01%
282,572
+2,918
1486
$20.7M ﹤0.01%
900,026
-63,706
1487
$20.7M ﹤0.01%
77,900
-11,959
1488
$20.7M ﹤0.01%
415,108
+34,649
1489
$20.7M ﹤0.01%
641,975
+18,733
1490
$20.7M ﹤0.01%
524,267
+78,124
1491
$20.5M ﹤0.01%
599,440
+328,460
1492
$20.5M ﹤0.01%
283,704
+101,212
1493
$20.4M ﹤0.01%
817,337
+146,041
1494
$20.4M ﹤0.01%
1,126,377
-1,099,868
1495
$20.4M ﹤0.01%
811,193
-22,826
1496
$20.4M ﹤0.01%
5,998,750
+2,217,727
1497
$20.4M ﹤0.01%
88,291
+34,849
1498
$20.4M ﹤0.01%
275,848
-12,648
1499
$20.3M ﹤0.01%
882,846
+288,449
1500
$20.3M ﹤0.01%
242,792
+100,964