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
3176
$1.14M ﹤0.01%
41,934
-57,274
3177
$1.14M ﹤0.01%
8,526
+3,512
3178
$1.14M ﹤0.01%
37,338
+640
3179
$1.14M ﹤0.01%
100,575
+8,034
3180
$1.14M ﹤0.01%
2,737
+403
3181
$1.14M ﹤0.01%
73,367
+33,775
3182
$1.14M ﹤0.01%
24,707
+162
3183
$1.14M ﹤0.01%
36,490
-15,670
3184
$1.13M ﹤0.01%
58,043
+632
3185
$1.13M ﹤0.01%
98,403
+8,201
3186
$1.13M ﹤0.01%
80,354
+11,909
3187
$1.13M ﹤0.01%
349,822
-20,039
3188
$1.13M ﹤0.01%
27,183
+4,053
3189
$1.12M ﹤0.01%
88,650
+21,861
3190
$1.12M ﹤0.01%
89,348
-175,356
3191
$1.12M ﹤0.01%
48,348
+7,920
3192
$1.12M ﹤0.01%
48,162
+5,399
3193
$1.12M ﹤0.01%
48,600
+40,533
3194
$1.12M ﹤0.01%
50,023
+10,113
3195
$1.12M ﹤0.01%
81,524
+62,486
3196
$1.11M ﹤0.01%
192,768
-176
3197
$1.11M ﹤0.01%
72,791
+4,705
3198
$1.11M ﹤0.01%
179,167
-167,100
3199
$1.1M ﹤0.01%
64,048
+4,137
3200
$1.1M ﹤0.01%
44,563
+19,936