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
3626
$443K ﹤0.01%
36,085
-11,454
3627
$443K ﹤0.01%
52,607
-10,122
3628
$442K ﹤0.01%
49,580
+3,758
3629
$442K ﹤0.01%
37,933
+25,969
3630
$440K ﹤0.01%
56,420
-645,424
3631
$439K ﹤0.01%
8,662
-1,302
3632
$439K ﹤0.01%
12,957
+8,601
3633
$439K ﹤0.01%
22,353
+1,353
3634
$437K ﹤0.01%
40,284
+39,536
3635
$437K ﹤0.01%
12,138
-12,089
3636
$435K ﹤0.01%
8,313
+6,158
3637
$434K ﹤0.01%
25,000
3638
$434K ﹤0.01%
51,049
-178,103
3639
$434K ﹤0.01%
13,549
+1,206
3640
$433K ﹤0.01%
4,656
+980
3641
$432K ﹤0.01%
38,716
+4,434
3642
$432K ﹤0.01%
32,061
+14,081
3643
$431K ﹤0.01%
10,193
+3,263
3644
$429K ﹤0.01%
21,647
+2,533
3645
$429K ﹤0.01%
+8,866
3646
$428K ﹤0.01%
53,511
+2,240
3647
$428K ﹤0.01%
14,397
+1,490
3648
$428K ﹤0.01%
10,262
+2,265
3649
$427K ﹤0.01%
7,152
+417
3650
$425K ﹤0.01%
17,987
-1,171