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
1651
$15.7M ﹤0.01%
228,242
+10,705
1652
$15.7M ﹤0.01%
235,801
+9,524
1653
$15.7M ﹤0.01%
2,932,046
+118,508
1654
$15.7M ﹤0.01%
336,817
+22,316
1655
$15.7M ﹤0.01%
168,262
+16,703
1656
$15.7M ﹤0.01%
1,200,460
+389,620
1657
$15.7M ﹤0.01%
598,006
+190,898
1658
$15.7M ﹤0.01%
354,390
-118,521
1659
$15.6M ﹤0.01%
155,447
-8,284
1660
$15.6M ﹤0.01%
154,955
-217,572
1661
$15.6M ﹤0.01%
+337,768
1662
$15.6M ﹤0.01%
540,134
-25,372
1663
$15.5M ﹤0.01%
894,852
-61,864
1664
$15.5M ﹤0.01%
105,987
-1,501,513
1665
$15.5M ﹤0.01%
3,559,591
-2,432,035
1666
$15.5M ﹤0.01%
253,049
+225,990
1667
$15.5M ﹤0.01%
1,167,848
-543,179
1668
$15.3M ﹤0.01%
325,877
+20,019
1669
$15.3M ﹤0.01%
782,212
+23,137
1670
$15.3M ﹤0.01%
1,117,406
+378,017
1671
$15.2M ﹤0.01%
477,146
+162,507
1672
$15.2M ﹤0.01%
298,178
-5,044
1673
$15.2M ﹤0.01%
422,703
+22,296
1674
$15.2M ﹤0.01%
201,925
-1,730,350
1675
$15.1M ﹤0.01%
310,589
-12,716