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
2776
$2.45M ﹤0.01%
61,687
+9,970
2777
$2.44M ﹤0.01%
33,386
-6,614
2778
$2.44M ﹤0.01%
45,285
-260
2779
$2.43M ﹤0.01%
506,429
+4,888
2780
$2.43M ﹤0.01%
68,695
+7,273
2781
$2.43M ﹤0.01%
12,454
2782
$2.43M ﹤0.01%
99,747
+19,421
2783
$2.42M ﹤0.01%
53,269
-6,359
2784
$2.42M ﹤0.01%
740,867
+215,077
2785
$2.41M ﹤0.01%
82,766
-13,932
2786
$2.41M ﹤0.01%
42,352
-236
2787
$2.41M ﹤0.01%
47,650
-5,927
2788
$2.39M ﹤0.01%
283,684
+15,518
2789
$2.38M ﹤0.01%
525,306
-21,178
2790
$2.38M ﹤0.01%
271,886
-283,446
2791
$2.37M ﹤0.01%
131,357
+4,658
2792
$2.37M ﹤0.01%
81,346
+6,635
2793
$2.36M ﹤0.01%
460,990
-329,499
2794
$2.36M ﹤0.01%
562,902
-195,558
2795
$2.36M ﹤0.01%
69,303
+572
2796
$2.36M ﹤0.01%
62,961
+23,718
2797
$2.36M ﹤0.01%
59,398
-6,523
2798
$2.36M ﹤0.01%
44,237
-111,887
2799
$2.36M ﹤0.01%
12,164
+4,286
2800
$2.36M ﹤0.01%
77,250
+205