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
2501
$4.1M ﹤0.01%
190,296
+88,596
2502
$4.1M ﹤0.01%
322,175
+22,242
2503
$4.1M ﹤0.01%
430,291
+373,755
2504
$4.08M ﹤0.01%
215,254
-318,851
2505
$4.08M ﹤0.01%
327,843
-3,562,634
2506
$4.07M ﹤0.01%
355,083
-4,658
2507
$4.04M ﹤0.01%
320,270
+246,925
2508
$4.02M ﹤0.01%
870,943
-318,565
2509
$4.02M ﹤0.01%
99,339
-29,149
2510
$4.01M ﹤0.01%
26,924
-4,397
2511
$4M ﹤0.01%
49,503
+4,361
2512
$3.99M ﹤0.01%
227,637
+100,322
2513
$3.99M ﹤0.01%
177,498
+135,424
2514
$3.98M ﹤0.01%
288,625
+17,841
2515
$3.98M ﹤0.01%
272,461
-60,001
2516
$3.97M ﹤0.01%
332,414
+28,714
2517
$3.97M ﹤0.01%
1,509,033
+217,491
2518
$3.97M ﹤0.01%
161,002
+98,950
2519
$3.97M ﹤0.01%
474,148
+352,882
2520
$3.95M ﹤0.01%
183,163
+13,082
2521
$3.94M ﹤0.01%
126,545
+2,199
2522
$3.93M ﹤0.01%
231,070
-63,006
2523
$3.93M ﹤0.01%
99,070
+49,344
2524
$3.92M ﹤0.01%
317,143
+189,730
2525
$3.92M ﹤0.01%
178,858
+7,344