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
3201
$1.1M ﹤0.01%
100,482
-106,352
3202
$1.1M ﹤0.01%
25,457
+2,371
3203
$1.1M ﹤0.01%
260,765
-3,027
3204
$1.1M ﹤0.01%
22,046
+12,892
3205
$1.1M ﹤0.01%
69,550
-700
3206
$1.09M ﹤0.01%
43,388
+22,314
3207
$1.09M ﹤0.01%
346,954
+60,371
3208
$1.09M ﹤0.01%
164,724
+35,118
3209
$1.09M ﹤0.01%
19,690
+312
3210
$1.09M ﹤0.01%
61,183
+37,537
3211
$1.09M ﹤0.01%
37,636
+7,050
3212
$1.08M ﹤0.01%
27,588
+1,639
3213
$1.08M ﹤0.01%
+54,075
3214
$1.07M ﹤0.01%
36,692
+6,875
3215
$1.07M ﹤0.01%
27,071
-214,556
3216
$1.07M ﹤0.01%
+100,000
3217
$1.07M ﹤0.01%
57,928
+57,350
3218
$1.07M ﹤0.01%
34,816
+2,538
3219
$1.07M ﹤0.01%
55,687
-1,802
3220
$1.07M ﹤0.01%
147,791
+35,906
3221
$1.06M ﹤0.01%
+100,000
3222
$1.06M ﹤0.01%
49,297
-101,721
3223
$1.06M ﹤0.01%
375,363
+169,551
3224
$1.06M ﹤0.01%
+10,000
3225
$1.06M ﹤0.01%
100,000
+29,600