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
2901
$1.95M ﹤0.01%
69,650
-87,897
2902
$1.95M ﹤0.01%
149,797
+18,718
2903
$1.94M ﹤0.01%
111,548
-240,838
2904
$1.94M ﹤0.01%
144,516
-3,832
2905
$1.94M ﹤0.01%
136,106
-687,344
2906
$1.93M ﹤0.01%
666,263
+479,561
2907
$1.93M ﹤0.01%
52,190
+1,902
2908
$1.93M ﹤0.01%
281,332
+86,285
2909
$1.93M ﹤0.01%
1,482,416
-91,756
2910
$1.93M ﹤0.01%
158,324
+99,392
2911
$1.92M ﹤0.01%
134,523
-6,455
2912
$1.92M ﹤0.01%
133,996
+409
2913
$1.92M ﹤0.01%
81,627
+15,154
2914
$1.92M ﹤0.01%
70,113
+25,341
2915
$1.92M ﹤0.01%
98,125
+72,604
2916
$1.91M ﹤0.01%
79,443
+3,289
2917
$1.91M ﹤0.01%
35,567
-11,803
2918
$1.9M ﹤0.01%
13,399
-10,044
2919
$1.9M ﹤0.01%
67,048
+46,664
2920
$1.89M ﹤0.01%
+89,790
2921
$1.89M ﹤0.01%
42,435
+1,191
2922
$1.88M ﹤0.01%
156,949
+77,804
2923
$1.85M ﹤0.01%
211,222
+190,782
2924
$1.85M ﹤0.01%
81,622
+4,721
2925
$1.85M ﹤0.01%
173,143
+23,769