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
2951
$1.75M ﹤0.01%
123,290
+17,084
2952
$1.74M ﹤0.01%
89,056
+18,564
2953
$1.74M ﹤0.01%
26,058
+2,272
2954
$1.74M ﹤0.01%
76,620
+50,773
2955
$1.73M ﹤0.01%
81,174
+77,526
2956
$1.73M ﹤0.01%
475,749
+36,736
2957
$1.73M ﹤0.01%
168,001
-562
2958
$1.73M ﹤0.01%
41,067
+4,935
2959
$1.73M ﹤0.01%
430,266
+399,102
2960
$1.73M ﹤0.01%
448,779
+32,141
2961
$1.73M ﹤0.01%
26,651
-470
2962
$1.72M ﹤0.01%
33,540
+10,821
2963
$1.71M ﹤0.01%
65,870
+18,828
2964
$1.71M ﹤0.01%
600,794
-99,971
2965
$1.7M ﹤0.01%
22,782
-2,778
2966
$1.7M ﹤0.01%
103,984
+10,306
2967
$1.7M ﹤0.01%
103,470
-214,010
2968
$1.7M ﹤0.01%
66,397
+8,727
2969
$1.7M ﹤0.01%
130,721
+27,631
2970
$1.69M ﹤0.01%
83,729
-115,112
2971
$1.69M ﹤0.01%
216,758
+61,431
2972
$1.69M ﹤0.01%
61,098
+3,330
2973
$1.69M ﹤0.01%
63,420
+13,349
2974
$1.68M ﹤0.01%
41,010
+30,890
2975
$1.68M ﹤0.01%
94,175
+34,440