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
3551
$523K ﹤0.01%
8,347
3552
$522K ﹤0.01%
21,197
+2,234
3553
$521K ﹤0.01%
16,449
+340
3554
$521K ﹤0.01%
77,178
+1,858
3555
$520K ﹤0.01%
22,943
+5,916
3556
$520K ﹤0.01%
46,770
+22,578
3557
$518K ﹤0.01%
23,642
+6,712
3558
$518K ﹤0.01%
+35,342
3559
$518K ﹤0.01%
50,000
-600,000
3560
$514K ﹤0.01%
21,907
-11,699,906
3561
$514K ﹤0.01%
25,000
3562
$513K ﹤0.01%
40,797
+10,832
3563
$512K ﹤0.01%
45,624
-310,285
3564
$512K ﹤0.01%
52,922
-1,277,659
3565
$511K ﹤0.01%
62,201
+4,914
3566
$511K ﹤0.01%
135,805
+33,811
3567
$510K ﹤0.01%
75,869
-173,802
3568
$508K ﹤0.01%
50,000
-596,247
3569
$507K ﹤0.01%
25,531
+5,134
3570
$506K ﹤0.01%
11,298
-697
3571
$505K ﹤0.01%
+14,777
3572
$505K ﹤0.01%
6,033
-588
3573
$504K ﹤0.01%
4,751
+3,499
3574
$503K ﹤0.01%
28,720
-54,667
3575
$503K ﹤0.01%
29,332
-63,420