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
3001
$1.59M ﹤0.01%
130,043
-17,442
3002
$1.59M ﹤0.01%
93,946
+25,091
3003
$1.59M ﹤0.01%
185,844
+35,998
3004
$1.59M ﹤0.01%
97,494
+5,814
3005
$1.58M ﹤0.01%
33,392
+7,006
3006
$1.57M ﹤0.01%
89,357
-1,075,551
3007
$1.57M ﹤0.01%
508,052
+102,654
3008
$1.57M ﹤0.01%
35,532
+33,685
3009
$1.57M ﹤0.01%
+150,000
3010
$1.57M ﹤0.01%
65,424
-11,867
3011
$1.56M ﹤0.01%
26,256
+2,431
3012
$1.56M ﹤0.01%
45,041
+5,741
3013
$1.56M ﹤0.01%
80,291
-212
3014
$1.56M ﹤0.01%
+146,807
3015
$1.56M ﹤0.01%
36,881
-380,323
3016
$1.55M ﹤0.01%
157,840
-3,437
3017
$1.55M ﹤0.01%
1,316,260
-365,378
3018
$1.55M ﹤0.01%
66,647
+42,254
3019
$1.55M ﹤0.01%
13,988
+2,986
3020
$1.55M ﹤0.01%
36,909
+4,326
3021
$1.54M ﹤0.01%
+16,318
3022
$1.54M ﹤0.01%
310,476
+17,680
3023
$1.54M ﹤0.01%
44,848
+36,757
3024
$1.54M ﹤0.01%
144,134
+141,643
3025
$1.53M ﹤0.01%
148,999
+147,444