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
2076
$8.32M ﹤0.01%
358,931
+4,298
2077
$8.3M ﹤0.01%
85,956
-648
2078
$8.3M ﹤0.01%
365,435
+1,246
2079
$8.29M ﹤0.01%
+360,231
2080
$8.28M ﹤0.01%
84,175
+20,358
2081
$8.26M ﹤0.01%
154,914
-91,284
2082
$8.26M ﹤0.01%
457,214
+16,901
2083
$8.24M ﹤0.01%
121,557
+16,329
2084
$8.21M ﹤0.01%
705,286
+529,660
2085
$8.2M ﹤0.01%
230,960
+10,971
2086
$8.19M ﹤0.01%
5,852,099
2087
$8.18M ﹤0.01%
800,000
-41,027
2088
$8.15M ﹤0.01%
157,184
+8,956
2089
$8.13M ﹤0.01%
275,096
-10,289
2090
$8.11M ﹤0.01%
605,573
+18,222
2091
$8.11M ﹤0.01%
300,049
-48,954
2092
$8.1M ﹤0.01%
154,298
-2,479,798
2093
$8.09M ﹤0.01%
153,582
+17,550
2094
$8.07M ﹤0.01%
196,303
+8,602
2095
$8.07M ﹤0.01%
66,574
-16,596
2096
$8.05M ﹤0.01%
143,364
-28,153
2097
$8.04M ﹤0.01%
75,865
+40,779
2098
$8.02M ﹤0.01%
658,914
+57,410
2099
$8M ﹤0.01%
183,631
-2,358
2100
$7.99M ﹤0.01%
1,496,769
+41,418