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
1826
$12.3M ﹤0.01%
104,846
-497
1827
$12.3M ﹤0.01%
435,286
-50,120
1828
$12.3M ﹤0.01%
270,732
-365,506
1829
$12.2M ﹤0.01%
137,145
+61,148
1830
$12.2M ﹤0.01%
375,005
+18,935
1831
$12.2M ﹤0.01%
55,075
-1,328
1832
$12.2M ﹤0.01%
403,773
-77,509
1833
$12.2M ﹤0.01%
242,053
-25,293
1834
$12.2M ﹤0.01%
323,971
-53,460
1835
$12.2M ﹤0.01%
600,655
+5,377
1836
$12.2M ﹤0.01%
679,086
-129,265
1837
$12.2M ﹤0.01%
153,298
+4,925
1838
$12.2M ﹤0.01%
745,322
-28,417
1839
$12.2M ﹤0.01%
519,041
+172,492
1840
$12.2M ﹤0.01%
204,672
+43,760
1841
$12.2M ﹤0.01%
571,982
+380,467
1842
$12.1M ﹤0.01%
587,020
+128,604
1843
$12.1M ﹤0.01%
678,697
-56,985
1844
$12.1M ﹤0.01%
616,893
+40,146
1845
$12.1M ﹤0.01%
816,633
+281,207
1846
$12.1M ﹤0.01%
+135,831
1847
$12.1M ﹤0.01%
320,068
-15,315
1848
$12M ﹤0.01%
116,003
+42,399
1849
$12M ﹤0.01%
130,060
+1,927
1850
$12M ﹤0.01%
380,775
+73,282