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
2101
$7.98M ﹤0.01%
129,124
+90,598
2102
$7.96M ﹤0.01%
653,932
+370,552
2103
$7.96M ﹤0.01%
272,826
+94,842
2104
$7.96M ﹤0.01%
283,902
+111,001
2105
$7.96M ﹤0.01%
948,897
-3,859,740
2106
$7.96M ﹤0.01%
1,922,119
-43,244
2107
$7.95M ﹤0.01%
6,855,611
-231,180
2108
$7.94M ﹤0.01%
528,224
-5,038,302
2109
$7.93M ﹤0.01%
291,983
+95,468
2110
$7.93M ﹤0.01%
93,293
+23,465
2111
$7.86M ﹤0.01%
192,096
+5,082
2112
$7.84M ﹤0.01%
327,963
+19,996
2113
$7.84M ﹤0.01%
149,066
-23,802
2114
$7.82M ﹤0.01%
268,517
+59,066
2115
$7.82M ﹤0.01%
75,443
+13,728
2116
$7.81M ﹤0.01%
908,489
+48,604
2117
$7.81M ﹤0.01%
282,731
+4,708
2118
$7.8M ﹤0.01%
144,902
+31,467
2119
$7.77M ﹤0.01%
139,461
+7,172
2120
$7.76M ﹤0.01%
402,515
-57,266
2121
$7.74M ﹤0.01%
270,095
-6,209
2122
$7.73M ﹤0.01%
87,218
+5,356
2123
$7.73M ﹤0.01%
96,851
+4,564
2124
$7.71M ﹤0.01%
57,215
+334
2125
$7.71M ﹤0.01%
215,165
+3,621