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
3251
$1.03M ﹤0.01%
34,735
+278
3252
$1.03M ﹤0.01%
31,482
+5,300
3253
$1.03M ﹤0.01%
138,193
-39,105
3254
$1.03M ﹤0.01%
30,453
+23,002
3255
$1.03M ﹤0.01%
249,258
+133,596
3256
$1.02M ﹤0.01%
100,000
-399,180
3257
$1.02M ﹤0.01%
38,073
+15,820
3258
$1.02M ﹤0.01%
137,659
+46,386
3259
$1.02M ﹤0.01%
138,017
-93,321
3260
$1.02M ﹤0.01%
69,004
+7,218
3261
$1.01M ﹤0.01%
3,491
-1,911
3262
$1.01M ﹤0.01%
839,125
+75,063
3263
$1.01M ﹤0.01%
81,696
+10,379
3264
$1M ﹤0.01%
13,147
+1,302
3265
$1M ﹤0.01%
54,529
-589
3266
$999K ﹤0.01%
12,361
+1,865
3267
$995K ﹤0.01%
38,465
+24,262
3268
$994K ﹤0.01%
+207,054
3269
$993K ﹤0.01%
11,216
+1,224
3270
$992K ﹤0.01%
21,262
-1,991
3271
$992K ﹤0.01%
124,749
+14,880
3272
$990K ﹤0.01%
186,779
+112,950
3273
$990K ﹤0.01%
51,193
+50,426
3274
$989K ﹤0.01%
47,386
+18
3275
$984K ﹤0.01%
111,204
+91,082