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
2751
$2.55M ﹤0.01%
220,879
-4,752
2752
$2.54M ﹤0.01%
351,999
-40,505
2753
$2.54M ﹤0.01%
303,863
+137,175
2754
$2.53M ﹤0.01%
30,980
+21,372
2755
$2.53M ﹤0.01%
7,743
-27,032
2756
$2.53M ﹤0.01%
125,876
-2,228
2757
$2.53M ﹤0.01%
103,619
-300
2758
$2.52M ﹤0.01%
48,840
-23,259
2759
$2.52M ﹤0.01%
592,182
-10,796
2760
$2.52M ﹤0.01%
64,715
+2,697
2761
$2.52M ﹤0.01%
24,587
-4,655
2762
$2.51M ﹤0.01%
60,130
+130
2763
$2.51M ﹤0.01%
65,547
-14,575
2764
$2.51M ﹤0.01%
57,228
+10,375
2765
$2.51M ﹤0.01%
227,761
+22,460
2766
$2.5M ﹤0.01%
27,602
+988
2767
$2.5M ﹤0.01%
34,837
-23,718
2768
$2.49M ﹤0.01%
35,649
-38,422
2769
$2.49M ﹤0.01%
114,813
+18,821
2770
$2.49M ﹤0.01%
256,554
+100,153
2771
$2.47M ﹤0.01%
72,691
+6,160
2772
$2.46M ﹤0.01%
60,164
+2,533
2773
$2.46M ﹤0.01%
239,140
-55,860
2774
$2.45M ﹤0.01%
241,756
-718,026
2775
$2.45M ﹤0.01%
96,151
+9,013