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
3026
$1.53M ﹤0.01%
38,135
-1,982
3027
$1.53M ﹤0.01%
16,279
+5,454
3028
$1.53M ﹤0.01%
33,249
+6,534
3029
$1.53M ﹤0.01%
190,933
-53,043
3030
$1.52M ﹤0.01%
+54,052
3031
$1.52M ﹤0.01%
132,426
-514,933
3032
$1.52M ﹤0.01%
52,899
+19,194
3033
$1.51M ﹤0.01%
163,124
-37,357
3034
$1.51M ﹤0.01%
42,478
+3,103
3035
$1.51M ﹤0.01%
96,115
-4,207
3036
$1.5M ﹤0.01%
215,834
+41,722
3037
$1.5M ﹤0.01%
75,279
-41,073
3038
$1.5M ﹤0.01%
367,984
+171,595
3039
$1.49M ﹤0.01%
66,685
+10,233
3040
$1.48M ﹤0.01%
40,273
+782
3041
$1.48M ﹤0.01%
31,811
+779
3042
$1.48M ﹤0.01%
62,451
+41,478
3043
$1.48M ﹤0.01%
40,395
+15,788
3044
$1.48M ﹤0.01%
62,840
-9,152
3045
$1.48M ﹤0.01%
261,560
-253,209
3046
$1.47M ﹤0.01%
60,997
+46,058
3047
$1.47M ﹤0.01%
230,451
+23,713
3048
$1.47M ﹤0.01%
1,040,487
-71,624
3049
$1.47M ﹤0.01%
39,400
-1,311
3050
$1.46M ﹤0.01%
273,308
+64,020