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
1926
$10.5M ﹤0.01%
146,459
-4,814
1927
$10.5M ﹤0.01%
475,108
+113,785
1928
$10.5M ﹤0.01%
228,999
+36,822
1929
$10.5M ﹤0.01%
328,573
+2,119
1930
$10.5M ﹤0.01%
235,050
-53,354
1931
$10.5M ﹤0.01%
273,492
+214,634
1932
$10.4M ﹤0.01%
66,900
+5,598
1933
$10.4M ﹤0.01%
352,713
-241,793
1934
$10.4M ﹤0.01%
682,457
-346,076
1935
$10.4M ﹤0.01%
518,780
+205,894
1936
$10.4M ﹤0.01%
296,490
+42,990
1937
$10.4M ﹤0.01%
327,438
-221,759
1938
$10.3M ﹤0.01%
1,247,865
-33,641
1939
$10.3M ﹤0.01%
348,167
-1,994
1940
$10.3M ﹤0.01%
177,246
+13,894
1941
$10.2M ﹤0.01%
92,693
+6,695
1942
$10.2M ﹤0.01%
17,863
-7,992
1943
$10.2M ﹤0.01%
224,084
-76,827
1944
$10.2M ﹤0.01%
125,974
+13,839
1945
$10.1M ﹤0.01%
278,229
+127,143
1946
$10.1M ﹤0.01%
470,814
-67,863
1947
$10.1M ﹤0.01%
232,818
-17,256
1948
$10.1M ﹤0.01%
142,110
+4,023
1949
$10.1M ﹤0.01%
1,803,975
+1,466,203
1950
$10.1M ﹤0.01%
7,365,750
+207,687