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
2701
$2.8M ﹤0.01%
374,861
+65,347
2702
$2.8M ﹤0.01%
74,365
-10,242
2703
$2.8M ﹤0.01%
497,222
-4,974,205
2704
$2.79M ﹤0.01%
146,000
-28,072
2705
$2.79M ﹤0.01%
272,000
+34,000
2706
$2.78M ﹤0.01%
96,641
+35,174
2707
$2.78M ﹤0.01%
40,497
+5,440
2708
$2.77M ﹤0.01%
77,992
-7,493
2709
$2.77M ﹤0.01%
79,204
+12,676
2710
$2.76M ﹤0.01%
+33,766
2711
$2.75M ﹤0.01%
313,373
+3,394
2712
$2.75M ﹤0.01%
139,680
+11,744
2713
$2.75M ﹤0.01%
264,686
+48,190
2714
$2.74M ﹤0.01%
115,845
+13,083
2715
$2.74M ﹤0.01%
36,192
+13,567
2716
$2.73M ﹤0.01%
66,668
+11,568
2717
$2.73M ﹤0.01%
205,354
+75,099
2718
$2.73M ﹤0.01%
15,302
-8,335
2719
$2.73M ﹤0.01%
44,881
+9,560
2720
$2.71M ﹤0.01%
920,899
+240,545
2721
$2.7M ﹤0.01%
139,412
+35,751
2722
$2.7M ﹤0.01%
68,468
+31,025
2723
$2.69M ﹤0.01%
92,040
+43,536
2724
$2.68M ﹤0.01%
+804,511
2725
$2.68M ﹤0.01%
112,864
-361,263