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
1576
$17.8M ﹤0.01%
641,508
-135,010
1577
$17.7M ﹤0.01%
96,433
+1,129
1578
$17.7M ﹤0.01%
336,444
+3,250
1579
$17.7M ﹤0.01%
1,443,377
+840,592
1580
$17.7M ﹤0.01%
1,328,873
+119,997
1581
$17.6M ﹤0.01%
51,548
+1,482
1582
$17.6M ﹤0.01%
354,351
-50,985
1583
$17.6M ﹤0.01%
716,047
+18,483
1584
$17.5M ﹤0.01%
1,527,748
+15,312
1585
$17.5M ﹤0.01%
206,531
+8,571
1586
$17.4M ﹤0.01%
205,565
+15,038
1587
$17.4M ﹤0.01%
1,694,640
+332,878
1588
$17.3M ﹤0.01%
248,191
+30,754
1589
$17.3M ﹤0.01%
1,127,797
+591,446
1590
$17.2M ﹤0.01%
1,378,687
+1,207,024
1591
$17.2M ﹤0.01%
119,821
+29,256
1592
$17.2M ﹤0.01%
235,294
+63,588
1593
$17.2M ﹤0.01%
302,732
+117,968
1594
$17.2M ﹤0.01%
325,213
-1,020,105
1595
$17.1M ﹤0.01%
644,895
+69,193
1596
$17.1M ﹤0.01%
378,141
+57,569
1597
$17.1M ﹤0.01%
263,507
+229,278
1598
$17M ﹤0.01%
212,582
+36,114
1599
$17M ﹤0.01%
312,806
+208,684
1600
$17M ﹤0.01%
410,223
+6,205