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
1626
$16.3M ﹤0.01%
1,292,209
+274,053
1627
$16.3M ﹤0.01%
862,422
-106,311
1628
$16.2M ﹤0.01%
816,294
-4,981
1629
$16.1M ﹤0.01%
770,721
+221,636
1630
$16.1M ﹤0.01%
245,823
+19,611
1631
$16.1M ﹤0.01%
618,444
-18,595
1632
$16M ﹤0.01%
538,864
+187,685
1633
$16M ﹤0.01%
507,207
+2,102
1634
$16M ﹤0.01%
1,203,612
-163,400
1635
$16M ﹤0.01%
187,678
+9,787
1636
$15.9M ﹤0.01%
167,287
+18,640
1637
$15.9M ﹤0.01%
190,961
-77,016
1638
$15.9M ﹤0.01%
403,077
-379,019
1639
$15.8M ﹤0.01%
619,112
+106,954
1640
$15.8M ﹤0.01%
504,372
+410,306
1641
$15.8M ﹤0.01%
1,069,689
-25,612
1642
$15.8M ﹤0.01%
1,066,807
+108,674
1643
$15.8M ﹤0.01%
389,242
+169,398
1644
$15.8M ﹤0.01%
1,457,433
-967,298
1645
$15.8M ﹤0.01%
2,423,375
+53,428
1646
$15.8M ﹤0.01%
341,179
-32,864
1647
$15.8M ﹤0.01%
188,349
+20,351
1648
$15.7M ﹤0.01%
337,320
+125,852
1649
$15.7M ﹤0.01%
139,579
-40,183
1650
$15.7M ﹤0.01%
144,177
+25,089