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
1801
$12.7M ﹤0.01%
278,314
+4,010
1802
$12.7M ﹤0.01%
107,857
-6,941
1803
$12.7M ﹤0.01%
461,834
-11,279
1804
$12.7M ﹤0.01%
405,921
-21,776
1805
$12.6M ﹤0.01%
339,655
+42,172
1806
$12.6M ﹤0.01%
360,522
+247,613
1807
$12.6M ﹤0.01%
998,461
-287,423
1808
$12.6M ﹤0.01%
320,396
-261,483
1809
$12.6M ﹤0.01%
548,481
+152,324
1810
$12.6M ﹤0.01%
332,689
-134,817
1811
$12.6M ﹤0.01%
1,051,168
-42,936
1812
$12.5M ﹤0.01%
224,416
+48,923
1813
$12.5M ﹤0.01%
349,173
-82,688
1814
$12.5M ﹤0.01%
135,162
+2,434
1815
$12.5M ﹤0.01%
445,573
+14,175
1816
$12.4M ﹤0.01%
173,232
-924
1817
$12.4M ﹤0.01%
108,993
-4,101
1818
$12.4M ﹤0.01%
895,363
-394,511
1819
$12.4M ﹤0.01%
308,810
+2,579
1820
$12.4M ﹤0.01%
93,052
+9,998
1821
$12.4M ﹤0.01%
353,404
-121,214
1822
$12.4M ﹤0.01%
254,609
-8,650
1823
$12.4M ﹤0.01%
235,898
+29,060
1824
$12.3M ﹤0.01%
307,016
+180,788
1825
$12.3M ﹤0.01%
397,129
-68,881