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
1551
$18.5M ﹤0.01%
362,896
-405,763
1552
$18.5M ﹤0.01%
309,805
+4,979
1553
$18.4M ﹤0.01%
875,387
+155,630
1554
$18.4M ﹤0.01%
450,000
1555
$18.4M ﹤0.01%
258,939
-510
1556
$18.4M ﹤0.01%
376,927
+8,772
1557
$18.4M ﹤0.01%
562,915
+158,856
1558
$18.3M ﹤0.01%
513,932
+68,138
1559
$18.3M ﹤0.01%
220,046
+98,366
1560
$18.3M ﹤0.01%
716,274
+339,906
1561
$18.3M ﹤0.01%
269,148
+34,420
1562
$18.2M ﹤0.01%
92,166
+480
1563
$18.2M ﹤0.01%
86,534
+5,294
1564
$18.2M ﹤0.01%
1,129,771
-68,604
1565
$18.1M ﹤0.01%
729,227
-16,534
1566
$18.1M ﹤0.01%
460,997
-7,208
1567
$18.1M ﹤0.01%
154,312
+123,296
1568
$18.1M ﹤0.01%
300,734
1569
$18M ﹤0.01%
143,501
+66,570
1570
$18M ﹤0.01%
456,994
+42,031
1571
$18M ﹤0.01%
97,919
+11,307
1572
$17.9M ﹤0.01%
916,382
+622,560
1573
$17.9M ﹤0.01%
104,618
+82,438
1574
$17.8M ﹤0.01%
511,957
-6,405
1575
$17.8M ﹤0.01%
356,409
+63,513