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
3401
$737K ﹤0.01%
27,465
-87,668
3402
$736K ﹤0.01%
63,484
+11,886
3403
$732K ﹤0.01%
17,049
-85,724
3404
$729K ﹤0.01%
10,176
-939
3405
$728K ﹤0.01%
25,000
+4,702
3406
$728K ﹤0.01%
17,329
+2,194
3407
$726K ﹤0.01%
46,277
+43,651
3408
$724K ﹤0.01%
31,436
+11,425
3409
$723K ﹤0.01%
89,620
-18,993
3410
$721K ﹤0.01%
462,341
+81,733
3411
$719K ﹤0.01%
+14,326
3412
$715K ﹤0.01%
18,052
+2,879
3413
$714K ﹤0.01%
24,617
-17,297
3414
$712K ﹤0.01%
40,719
+3,792
3415
$710K ﹤0.01%
50,000
3416
$709K ﹤0.01%
26,204
+19,300
3417
$707K ﹤0.01%
51,498
+7,170
3418
$706K ﹤0.01%
60,614
+1,712
3419
$705K ﹤0.01%
50,985
-1,696
3420
$704K ﹤0.01%
247,163
-128,891
3421
$704K ﹤0.01%
65,600
3422
$702K ﹤0.01%
97,815
-156,705
3423
$702K ﹤0.01%
36,449
+7,898
3424
$702K ﹤0.01%
70,159
+4,931
3425
$701K ﹤0.01%
76,541
+6,249