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
3426
$694K ﹤0.01%
14,547
+5,686
3427
$694K ﹤0.01%
53,249
+8,090
3428
$693K ﹤0.01%
15,008
-32,799
3429
$690K ﹤0.01%
17,152
-4,336
3430
$690K ﹤0.01%
19,701
+1,883
3431
$689K ﹤0.01%
56,205
+26,147
3432
$687K ﹤0.01%
305,499
+137,198
3433
$686K ﹤0.01%
43,886
+10,860
3434
$686K ﹤0.01%
19,228
-1,319,260
3435
$685K ﹤0.01%
32,943
+4,786
3436
$685K ﹤0.01%
27,361
-73,747
3437
$682K ﹤0.01%
69,232
-16,340
3438
$682K ﹤0.01%
25,143
+1,261
3439
$682K ﹤0.01%
189,309
-676,605
3440
$680K ﹤0.01%
64,432
+16,410
3441
$677K ﹤0.01%
71,008
+15,969
3442
$676K ﹤0.01%
+29,237
3443
$675K ﹤0.01%
6,661
+455
3444
$671K ﹤0.01%
107,776
+42,380
3445
$671K ﹤0.01%
98,371
+288
3446
$671K ﹤0.01%
7,000
-24,201
3447
$669K ﹤0.01%
25,000
3448
$667K ﹤0.01%
234,961
-20,113
3449
$666K ﹤0.01%
13,181
+6,726
3450
$666K ﹤0.01%
8,619
+1,406