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
2826
$2.25M ﹤0.01%
91,918
+11,800
2827
$2.24M ﹤0.01%
630
+17
2828
$2.24M ﹤0.01%
125,809
-31,281
2829
$2.24M ﹤0.01%
34,815
-14,686
2830
$2.23M ﹤0.01%
149,626
+6,911
2831
$2.23M ﹤0.01%
108,563
-16,424
2832
$2.23M ﹤0.01%
+101,682
2833
$2.23M ﹤0.01%
83,937
+11,865
2834
$2.23M ﹤0.01%
49,037
+4,499
2835
$2.23M ﹤0.01%
98,723
-34,517
2836
$2.22M ﹤0.01%
82,363
+7,314
2837
$2.22M ﹤0.01%
35,701
+329
2838
$2.22M ﹤0.01%
153,595
-12,582
2839
$2.21M ﹤0.01%
105,756
+314
2840
$2.21M ﹤0.01%
99,939
-81,436
2841
$2.2M ﹤0.01%
48,721
-15,585
2842
$2.19M ﹤0.01%
166,961
+31,735
2843
$2.18M ﹤0.01%
74,270
-26,147
2844
$2.18M ﹤0.01%
60,989
+17,615
2845
$2.17M ﹤0.01%
23,365
-8,829
2846
$2.17M ﹤0.01%
79,711
-7,268
2847
$2.17M ﹤0.01%
66,011
-110,570
2848
$2.16M ﹤0.01%
103,187
-22,936
2849
$2.16M ﹤0.01%
147,146
-173,804
2850
$2.16M ﹤0.01%
144,528
-61,051