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
2801
$2.35M ﹤0.01%
102,819
-118,786
2802
$2.35M ﹤0.01%
+84,047
2803
$2.35M ﹤0.01%
333,284
-82,584
2804
$2.35M ﹤0.01%
132,249
-61,711
2805
$2.35M ﹤0.01%
116,181
+25,548
2806
$2.35M ﹤0.01%
88,419
-2,887
2807
$2.34M ﹤0.01%
108,988
-18,247
2808
$2.34M ﹤0.01%
182,600
+64,313
2809
$2.34M ﹤0.01%
67,779
-7,722
2810
$2.32M ﹤0.01%
46,101
+7,651
2811
$2.32M ﹤0.01%
48,827
-20,200
2812
$2.32M ﹤0.01%
25,780
-2,600
2813
$2.3M ﹤0.01%
118,208
-11,855
2814
$2.3M ﹤0.01%
53,880
-6,075
2815
$2.29M ﹤0.01%
68,228
+1,692
2816
$2.29M ﹤0.01%
319,978
+43,401
2817
$2.29M ﹤0.01%
45,061
-955
2818
$2.29M ﹤0.01%
17,801
-1,462
2819
$2.29M ﹤0.01%
105,874
+13,793
2820
$2.28M ﹤0.01%
22,829
+10,196
2821
$2.28M ﹤0.01%
157,987
+37,829
2822
$2.28M ﹤0.01%
214,710
+100,000
2823
$2.28M ﹤0.01%
80,430
-97,165
2824
$2.26M ﹤0.01%
184,861
+22,092
2825
$2.25M ﹤0.01%
187,058
-19,047