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
1901
$10.9M ﹤0.01%
707,223
-35,387
1902
$10.9M ﹤0.01%
1,386,350
+138,639
1903
$10.9M ﹤0.01%
450,323
-85,307
1904
$10.9M ﹤0.01%
407,655
+34,104
1905
$10.9M ﹤0.01%
283,819
+125,855
1906
$10.9M ﹤0.01%
347,917
+26,506
1907
$10.8M ﹤0.01%
283,046
-192,725
1908
$10.8M ﹤0.01%
104,003
-2,323,423
1909
$10.8M ﹤0.01%
79,967
+34,366
1910
$10.8M ﹤0.01%
185,421
-112,183
1911
$10.7M ﹤0.01%
592,217
-34,715
1912
$10.7M ﹤0.01%
208,290
-58,186
1913
$10.7M ﹤0.01%
108,813
-68,827
1914
$10.7M ﹤0.01%
183,670
-35,091
1915
$10.6M ﹤0.01%
200,000
1916
$10.6M ﹤0.01%
188,385
-423,653
1917
$10.6M ﹤0.01%
143,451
-60,566
1918
$10.6M ﹤0.01%
182,428
-19,578
1919
$10.6M ﹤0.01%
422,141
-13,889
1920
$10.6M ﹤0.01%
168,422
+40,153
1921
$10.5M ﹤0.01%
51,983
+4,506
1922
$10.5M ﹤0.01%
63,385
-1,350
1923
$10.5M ﹤0.01%
126,301
-61,729
1924
$10.5M ﹤0.01%
205,088
-207,557
1925
$10.5M ﹤0.01%
134,280
+25,138