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
2251
$6.06M ﹤0.01%
305,788
+8,167
2252
$6.06M ﹤0.01%
148,376
2253
$6.05M ﹤0.01%
1,934,039
+1,232,144
2254
$6.05M ﹤0.01%
43,159
+2,042
2255
$6.03M ﹤0.01%
1,428,229
+588,573
2256
$6.02M ﹤0.01%
183,542
-50,108
2257
$6M ﹤0.01%
145,107
+61,301
2258
$5.97M ﹤0.01%
194,607
+84,463
2259
$5.97M ﹤0.01%
232,118
+9,486
2260
$5.96M ﹤0.01%
479,664
+320,599
2261
$5.95M ﹤0.01%
36,730
-3,828
2262
$5.93M ﹤0.01%
334,327
+16,762
2263
$5.93M ﹤0.01%
2,760,081
-331,733
2264
$5.92M ﹤0.01%
729,399
-42,427
2265
$5.92M ﹤0.01%
116,846
+41,641
2266
$5.91M ﹤0.01%
36,782
-4,994
2267
$5.9M ﹤0.01%
+349,944
2268
$5.9M ﹤0.01%
221,683
-185,185
2269
$5.9M ﹤0.01%
425,544
-39,646
2270
$5.89M ﹤0.01%
649,992
+581,750
2271
$5.88M ﹤0.01%
44,071
+804
2272
$5.87M ﹤0.01%
83,746
+13,597
2273
$5.85M ﹤0.01%
214,127
+22,521
2274
$5.85M ﹤0.01%
419,595
-215,869
2275
$5.84M ﹤0.01%
107,211
+47,239