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
3101
$1.32M ﹤0.01%
69,866
-48,417
3102
$1.31M ﹤0.01%
32,288
-33,206
3103
$1.31M ﹤0.01%
22,306
-1,007
3104
$1.31M ﹤0.01%
170,222
+22,247
3105
$1.3M ﹤0.01%
62,943
-46,802
3106
$1.3M ﹤0.01%
74,569
-15,438
3107
$1.3M ﹤0.01%
76,625
-3,129
3108
$1.3M ﹤0.01%
51,786
-995
3109
$1.3M ﹤0.01%
41,811
-8,169
3110
$1.29M ﹤0.01%
237,331
+202,323
3111
0
3112
$1.29M ﹤0.01%
61,016
+10,043
3113
$1.29M ﹤0.01%
52,486
+3,333
3114
$1.29M ﹤0.01%
2,275
+202
3115
$1.29M ﹤0.01%
22,816
-1,116
3116
$1.28M ﹤0.01%
66,203
+3,066
3117
$1.28M ﹤0.01%
27,372
-12,628
3118
$1.27M ﹤0.01%
329,016
+75,905
3119
$1.27M ﹤0.01%
66,767
+12,984
3120
$1.27M ﹤0.01%
38,602
+3,825
3121
$1.27M ﹤0.01%
18,701
+2,109
3122
$1.26M ﹤0.01%
37,677
-22,977
3123
$1.26M ﹤0.01%
275,173
+61,880
3124
$1.26M ﹤0.01%
74,562
+9,981
3125
$1.26M ﹤0.01%
16,418
-365