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
3451
$665K ﹤0.01%
89,162
+6,196
3452
$661K ﹤0.01%
9,579
-201
3453
$659K ﹤0.01%
211,876
+10,872
3454
$655K ﹤0.01%
45,666
+13,677
3455
$653K ﹤0.01%
50,000
3456
$650K ﹤0.01%
14,916
+6,112
3457
$649K ﹤0.01%
15,295
-1,866
3458
$648K ﹤0.01%
36,633
+3,866
3459
$648K ﹤0.01%
18,850
+5,380
3460
$647K ﹤0.01%
147,158
-2,740,627
3461
$647K ﹤0.01%
175,434
+1,210
3462
$647K ﹤0.01%
5,624
+1,074
3463
$646K ﹤0.01%
7,425
+4,874
3464
$643K ﹤0.01%
61,000
-3,663
3465
$641K ﹤0.01%
+12,853
3466
$641K ﹤0.01%
76,957
-148,373
3467
$641K ﹤0.01%
28,740
-17,884
3468
$640K ﹤0.01%
22,229
+4,259
3469
$640K ﹤0.01%
146,729
-19,371
3470
$634K ﹤0.01%
35,445
-1,242
3471
$634K ﹤0.01%
15,165
+7,330
3472
$633K ﹤0.01%
357,898
+65,310
3473
$631K ﹤0.01%
40,882
+20,663
3474
$630K ﹤0.01%
59,978
+3,478
3475
$629K ﹤0.01%
40,437
-1,523