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
3576
$501K ﹤0.01%
50,992
-2,196
3577
$501K ﹤0.01%
25,000
-3,317
3578
$501K ﹤0.01%
19,349
+16,153
3579
$497K ﹤0.01%
+109,320
3580
$497K ﹤0.01%
44,249
+40,483
3581
$496K ﹤0.01%
8,972
-7,823
3582
$496K ﹤0.01%
14,467
+626
3583
$495K ﹤0.01%
214,475
-19,283
3584
$495K ﹤0.01%
52,913
+1,161
3585
$493K ﹤0.01%
21,136
-576
3586
$492K ﹤0.01%
27,205
-194
3587
$489K ﹤0.01%
54,800
+47,865
3588
$489K ﹤0.01%
9,407
+7,121
3589
$488K ﹤0.01%
19,718
-9,974
3590
$488K ﹤0.01%
11,794
+8,103
3591
$484K ﹤0.01%
20,510
+11,421
3592
$482K ﹤0.01%
59,286
+1,564
3593
$482K ﹤0.01%
15,691
+6,016
3594
$478K ﹤0.01%
5,804
-1,602
3595
$476K ﹤0.01%
43,900
+25,567
3596
$476K ﹤0.01%
20,912
-3,157
3597
$473K ﹤0.01%
12,377
-326
3598
$472K ﹤0.01%
16,382
+5,826
3599
$471K ﹤0.01%
43,800
3600
$470K ﹤0.01%
45,429
-2,137