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
1951
$10.1M ﹤0.01%
22,953
+2,961
1952
$10.1M ﹤0.01%
53,377
+2,659
1953
$10.1M ﹤0.01%
317,049
-1,192
1954
$10M ﹤0.01%
102,205
+15,012
1955
$10M ﹤0.01%
369,938
-37,557
1956
$10M ﹤0.01%
418,071
+105,438
1957
$9.98M ﹤0.01%
407,705
+269,293
1958
$9.97M ﹤0.01%
221,542
+37,848
1959
$9.94M ﹤0.01%
1,327,103
-486,533
1960
$9.91M ﹤0.01%
438,578
+71,276
1961
$9.91M ﹤0.01%
194,000
1962
$9.9M ﹤0.01%
448,794
-1,880,286
1963
$9.89M ﹤0.01%
266,276
-2,528
1964
$9.86M ﹤0.01%
200,000
1965
$9.84M ﹤0.01%
1,052,700
-515,124
1966
$9.84M ﹤0.01%
95,619
-2,682
1967
$9.78M ﹤0.01%
179,116
-1,019
1968
$9.77M ﹤0.01%
794,771
-3,957
1969
$9.76M ﹤0.01%
318,559
+47,299
1970
$9.76M ﹤0.01%
157,353
+16,285
1971
$9.74M ﹤0.01%
159,985
-46,298
1972
$9.74M ﹤0.01%
161,557
-16,794
1973
$9.71M ﹤0.01%
338,522
-3,318
1974
$9.7M ﹤0.01%
379,113
+97,910
1975
$9.68M ﹤0.01%
258,745
-169,854