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
2526
$3.92M ﹤0.01%
182,958
+15,779
2527
$3.92M ﹤0.01%
87,218
+33,780
2528
$3.91M ﹤0.01%
138,290
-5,845
2529
$3.91M ﹤0.01%
763,790
-169,203
2530
$3.91M ﹤0.01%
287,373
-13,486
2531
$3.91M ﹤0.01%
345,675
+318,031
2532
$3.9M ﹤0.01%
45,966
-161,714
2533
$3.89M ﹤0.01%
226,137
-110,231
2534
$3.88M ﹤0.01%
50,668
+9,926
2535
$3.87M ﹤0.01%
106,233
+5,545
2536
$3.87M ﹤0.01%
151,229
-85,779
2537
$3.87M ﹤0.01%
82,671
+3,287
2538
$3.86M ﹤0.01%
65,874
-32,992
2539
$3.85M ﹤0.01%
81,616
+35,460
2540
$3.85M ﹤0.01%
258,407
-154,602
2541
$3.85M ﹤0.01%
317,055
+89,827
2542
$3.83M ﹤0.01%
16,256
+2,772
2543
$3.83M ﹤0.01%
438,670
+372,560
2544
$3.82M ﹤0.01%
293,488
-45,951
2545
$3.81M ﹤0.01%
123,072
-2,218
2546
$3.8M ﹤0.01%
392,418
+180,476
2547
$3.78M ﹤0.01%
51,499
-346,813
2548
$3.78M ﹤0.01%
276,023
+80,857
2549
$3.74M ﹤0.01%
72,495
+16,557
2550
$3.74M ﹤0.01%
38,112
+222