JP Morgan Chase

JP Morgan Chase 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
2226
$6.49M ﹤0.01%
883,111
-108,211
2227
$6.47M ﹤0.01%
351,650
+42,464
2228
$6.43M ﹤0.01%
35,997
+10,361
2229
$6.37M ﹤0.01%
356,261
-155,723
2230
$6.36M ﹤0.01%
215,737
+9,015
2231
$6.36M ﹤0.01%
218,859
-66,580
2232
$6.35M ﹤0.01%
726,960
+91,644
2233
$6.33M ﹤0.01%
734,874
+155,382
2234
$6.33M ﹤0.01%
189,798
-6,093
2235
$6.31M ﹤0.01%
844,080
+437,750
2236
$6.28M ﹤0.01%
112,546
-32,755
2237
$6.27M ﹤0.01%
138,045
+10,803
2238
$6.26M ﹤0.01%
1,573,679
+1,270,122
2239
$6.25M ﹤0.01%
317,172
+75,451
2240
$6.24M ﹤0.01%
89,547
-59,107
2241
$6.23M ﹤0.01%
113,230
-38,181
2242
$6.2M ﹤0.01%
248,206
+51,244
2243
$6.16M ﹤0.01%
208,018
+3,868
2244
$6.15M ﹤0.01%
155,169
+28,076
2245
$6.13M ﹤0.01%
153,025
-8,469
2246
$6.12M ﹤0.01%
579,831
-35,581
2247
$6.1M ﹤0.01%
191,225
+80,589
2248
$6.1M ﹤0.01%
550,007
-2,977
2249
$6.07M ﹤0.01%
80,072
+7,078
2250
$6.06M ﹤0.01%
77,408
+22,033