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
2476
$4.26M ﹤0.01%
141,684
-70,087
2477
$4.24M ﹤0.01%
631,813
+83,664
2478
$4.23M ﹤0.01%
1,102,096
+1,029,655
2479
$4.22M ﹤0.01%
124,719
+91,279
2480
$4.22M ﹤0.01%
146,839
-4,522
2481
$4.22M ﹤0.01%
163,871
-1,688,029
2482
$4.2M ﹤0.01%
142,501
-141,016
2483
$4.2M ﹤0.01%
872,940
+341,536
2484
$4.2M ﹤0.01%
61,818
+20,663
2485
$4.2M ﹤0.01%
449,200
+242,126
2486
$4.18M ﹤0.01%
136,988
-141,048
2487
$4.18M ﹤0.01%
159,131
+102,302
2488
$4.17M ﹤0.01%
52,099
+12,269
2489
$4.17M ﹤0.01%
82,836
+49,428
2490
$4.17M ﹤0.01%
344,820
+95,346
2491
$4.16M ﹤0.01%
+567,305
2492
$4.16M ﹤0.01%
52,824
+1,739
2493
$4.16M ﹤0.01%
257,010
-88,587
2494
$4.16M ﹤0.01%
235,286
-621,694
2495
$4.15M ﹤0.01%
391,697
+71,540
2496
$4.15M ﹤0.01%
423,521
-206,265
2497
$4.15M ﹤0.01%
404,916
+133,654
2498
$4.12M ﹤0.01%
52,970
+5,197
2499
$4.11M ﹤0.01%
81,541
+41,781
2500
$4.11M ﹤0.01%
1,478,953
-134,344