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
2051
$8.58M ﹤0.01%
898,434
-72,391
2052
$8.57M ﹤0.01%
505,116
-14,504
2053
$8.57M ﹤0.01%
926,005
+76,276
2054
$8.56M ﹤0.01%
460,716
-23,800
2055
$8.55M ﹤0.01%
135,638
+54,011
2056
$8.53M ﹤0.01%
284,757
-285,701
2057
$8.51M ﹤0.01%
501,105
+69,945
2058
$8.48M ﹤0.01%
27,389
-9,844
2059
$8.48M ﹤0.01%
146,359
+12,146
2060
$8.48M ﹤0.01%
620,589
+25,858
2061
$8.47M ﹤0.01%
49,204
+20,372
2062
$8.43M ﹤0.01%
284,080
-84,454
2063
$8.42M ﹤0.01%
163,136
+24,905
2064
$8.4M ﹤0.01%
311,380
+71,074
2065
$8.4M ﹤0.01%
724,626
+1,240
2066
$8.4M ﹤0.01%
132,939
+9,479
2067
$8.39M ﹤0.01%
442,509
+380,517
2068
$8.39M ﹤0.01%
55,216
+16,523
2069
$8.38M ﹤0.01%
360,510
+12,594
2070
$8.38M ﹤0.01%
251,322
-7,192
2071
$8.38M ﹤0.01%
1,112,387
-159,513
2072
$8.37M ﹤0.01%
53,526
-1,885
2073
$8.37M ﹤0.01%
453,649
-118,423
2074
$8.37M ﹤0.01%
816,548
-52,926
2075
$8.32M ﹤0.01%
718,933
+360,096