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
2651
$3.07M ﹤0.01%
34,663
+6,028
2652
$3.07M ﹤0.01%
297,239
+9,716
2653
$3.07M ﹤0.01%
474,731
-236,555
2654
$3.07M ﹤0.01%
56,782
-7,832
2655
$3.06M ﹤0.01%
123,298
-198,389
2656
$3.06M ﹤0.01%
54,232
+37,434
2657
$3.06M ﹤0.01%
104,679
-27,225
2658
$3.05M ﹤0.01%
79,217
+46,430
2659
$3.05M ﹤0.01%
53,183
+18,599
2660
$3.04M ﹤0.01%
719,683
+573,444
2661
$3.04M ﹤0.01%
795,920
+80,320
2662
$3.03M ﹤0.01%
107,667
-85,007
2663
$3.02M ﹤0.01%
184,251
+127,337
2664
$3.02M ﹤0.01%
213,478
+140,125
2665
$3M ﹤0.01%
57,099
+1,392
2666
$3M ﹤0.01%
388,880
-558,709
2667
$3M ﹤0.01%
116,531
+26,433
2668
$2.98M ﹤0.01%
44,220
-1,496
2669
$2.98M ﹤0.01%
210,039
-19,101
2670
$2.98M ﹤0.01%
539,159
+266,908
2671
$2.97M ﹤0.01%
116,317
+13,497
2672
$2.97M ﹤0.01%
34,175
+9,375
2673
$2.97M ﹤0.01%
255,157
+80,490
2674
$2.96M ﹤0.01%
155,611
-9,689
2675
$2.95M ﹤0.01%
114,291
-3,024