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
3526
$542K ﹤0.01%
24,871
+2,088
3527
0
3528
$539K ﹤0.01%
73,123
-1,529
3529
$537K ﹤0.01%
48,007
+43,725
3530
$537K ﹤0.01%
11,240
+7,142
3531
$536K ﹤0.01%
23,564
+23,541
3532
$535K ﹤0.01%
2,456
+1,983
3533
$533K ﹤0.01%
24,886
-31,599
3534
$531K ﹤0.01%
3,352
+1,781
3535
$530K ﹤0.01%
51,217
-9,174
3536
$529K ﹤0.01%
10,582
-19,843
3537
$529K ﹤0.01%
9,488
+5,092
3538
$529K ﹤0.01%
64,306
-47,926
3539
$528K ﹤0.01%
10,758
+618
3540
$528K ﹤0.01%
25,000
3541
$528K ﹤0.01%
52,827
+17,092
3542
$527K ﹤0.01%
7,023
+654
3543
$527K ﹤0.01%
18,532
+3,512
3544
$526K ﹤0.01%
50,864
-161,663
3545
$526K ﹤0.01%
32,495
+8,492
3546
$525K ﹤0.01%
20,615
-11,464
3547
$525K ﹤0.01%
6,761
+527
3548
$524K ﹤0.01%
6,902
-12,149
3549
$523K ﹤0.01%
3,055
+299
3550
$523K ﹤0.01%
179,208
+12,159