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
3301
$914K ﹤0.01%
15,378
+6,191
3302
$913K ﹤0.01%
27,265
+27,194
3303
$911K ﹤0.01%
43,055
-168,039
3304
$909K ﹤0.01%
25,802
-2,320
3305
$908K ﹤0.01%
60,871
+37,956
3306
$908K ﹤0.01%
+32,516
3307
$906K ﹤0.01%
119,951
+37,471
3308
$905K ﹤0.01%
+38,366
3309
$905K ﹤0.01%
40,210
+3,075
3310
$900K ﹤0.01%
65,268
+8,578
3311
$897K ﹤0.01%
43,968
+32,648
3312
$897K ﹤0.01%
67,438
-9,513
3313
$895K ﹤0.01%
25,000
3314
$895K ﹤0.01%
35,510
+2,976
3315
$894K ﹤0.01%
25,557
-5,324
3316
$893K ﹤0.01%
1,191,325
-427,675
3317
$893K ﹤0.01%
13,695
-83,910
3318
$893K ﹤0.01%
142,835
+15,780
3319
$892K ﹤0.01%
10,650
-1,079
3320
$891K ﹤0.01%
43,281
+43,171
3321
$886K ﹤0.01%
31,353
-1,617
3322
$885K ﹤0.01%
+19,551
3323
$884K ﹤0.01%
44,912
-110,068
3324
$881K ﹤0.01%
41,761
+1,359
3325
$881K ﹤0.01%
31,714
-2,643