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
2876
$2.05M ﹤0.01%
754,495
+148,898
2877
$2.05M ﹤0.01%
126,690
-20,477
2878
$2.05M ﹤0.01%
144,135
+19,604
2879
$2.04M ﹤0.01%
143,220
-5,615
2880
$2.04M ﹤0.01%
197,439
+97,439
2881
$2.04M ﹤0.01%
1,802,065
-135,132
2882
$2.03M ﹤0.01%
86,518
+2,808
2883
$2.03M ﹤0.01%
176,633
+34,024
2884
$2.03M ﹤0.01%
125,117
+2,418
2885
$2.02M ﹤0.01%
75,308
-2,689
2886
$2.01M ﹤0.01%
133,112
+15,636
2887
$2M ﹤0.01%
31,880
+6,009
2888
$2M ﹤0.01%
265,511
-792,075
2889
$2M ﹤0.01%
195,146
-32,321
2890
$2M ﹤0.01%
50,474
-2,407
2891
$2M ﹤0.01%
241,802
-112,701
2892
$2M ﹤0.01%
104,671
-27,812
2893
$2M ﹤0.01%
55,021
-37,540
2894
$1.99M ﹤0.01%
115,191
-63,967
2895
$1.99M ﹤0.01%
318,724
-35,507
2896
$1.97M ﹤0.01%
21,317
+13,343
2897
$1.97M ﹤0.01%
40,994
+15,284
2898
$1.97M ﹤0.01%
232,638
+64,396
2899
$1.96M ﹤0.01%
68,625
-18,001
2900
$1.96M ﹤0.01%
39,516
+21,087