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
1876
$11.4M ﹤0.01%
178,936
+144,476
1877
$11.4M ﹤0.01%
68,240
+16,275
1878
$11.4M ﹤0.01%
1,568,597
+742,619
1879
$11.4M ﹤0.01%
447,100
+146,102
1880
$11.3M ﹤0.01%
309,196
+85,017
1881
$11.3M ﹤0.01%
640,085
+43,504
1882
$11.3M ﹤0.01%
195,238
+567
1883
$11.2M ﹤0.01%
303,668
-38,938
1884
$11.2M ﹤0.01%
129,943
+34,994
1885
$11.2M ﹤0.01%
729,408
-404,743
1886
$11.2M ﹤0.01%
55,587
-5,707
1887
$11.1M ﹤0.01%
599,973
+184,530
1888
$11.1M ﹤0.01%
176,342
+87,231
1889
$11.1M ﹤0.01%
225,616
-128,124
1890
$11.1M ﹤0.01%
307,997
-212,764
1891
$11.1M ﹤0.01%
1,241,089
+447,670
1892
$11.1M ﹤0.01%
247,505
+64,312
1893
$11.1M ﹤0.01%
269,931
+4,812
1894
$11.1M ﹤0.01%
60,797
+1,272
1895
$11M ﹤0.01%
35,788
+10,188
1896
$11M ﹤0.01%
676,110
-135,080
1897
$11M ﹤0.01%
200,000
1898
$11M ﹤0.01%
180,352
+6,035
1899
$11M ﹤0.01%
68,315
+17,966
1900
$11M ﹤0.01%
944,948
-725,539