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
3601
$470K ﹤0.01%
18,072
+3,136
3602
$468K ﹤0.01%
11,532
-16
3603
$468K ﹤0.01%
8,144
-42,838
3604
$466K ﹤0.01%
60,229
+59,730
3605
$466K ﹤0.01%
21,356
-224
3606
$465K ﹤0.01%
30,622
-691
3607
$465K ﹤0.01%
154,532
3608
$465K ﹤0.01%
18,895
+2,544
3609
$463K ﹤0.01%
120,213
+11,265
3610
$460K ﹤0.01%
86,207
+77,193
3611
$460K ﹤0.01%
9,203
+104
3612
$457K ﹤0.01%
3,052
-22
3613
$454K ﹤0.01%
186,218
+114,443
3614
$454K ﹤0.01%
37,229
+37,090
3615
$453K ﹤0.01%
33,125
+27,898
3616
$452K ﹤0.01%
132,973
+19,328
3617
$452K ﹤0.01%
36,301
-4,645
3618
$451K ﹤0.01%
8,342
-8,614
3619
$450K ﹤0.01%
116,981
-8,680
3620
$450K ﹤0.01%
+38,558
3621
$449K ﹤0.01%
30,672
+17,775
3622
$447K ﹤0.01%
72,077
+44,866
3623
$446K ﹤0.01%
22,264
+16,866
3624
$446K ﹤0.01%
4,850
-19,231
3625
$446K ﹤0.01%
201,636
+198,893