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
3751
$353K ﹤0.01%
33,873
-24,928
3752
$352K ﹤0.01%
1,652
+497
3753
$350K ﹤0.01%
27,104
-25,147
3754
$349K ﹤0.01%
21,940
+18,075
3755
$347K ﹤0.01%
74,709
+3,040
3756
$347K ﹤0.01%
57,440
-16,656
3757
$347K ﹤0.01%
19,199
+4,230
3758
$346K ﹤0.01%
254,360
-373,535
3759
$346K ﹤0.01%
140,535
+3,305
3760
$345K ﹤0.01%
11,422
+3,234
3761
$345K ﹤0.01%
62,007
-26,365
3762
$344K ﹤0.01%
15,391
+4,340
3763
$343K ﹤0.01%
18,231
+760
3764
$343K ﹤0.01%
8,834
-4,568
3765
$342K ﹤0.01%
54,781
-8,420
3766
$342K ﹤0.01%
9,580
+1,146
3767
$341K ﹤0.01%
6,448
+138
3768
$341K ﹤0.01%
84,826
+13,133
3769
$340K ﹤0.01%
223,560
-88,195
3770
$340K ﹤0.01%
4,965
-1,598
3771
$339K ﹤0.01%
+24,629
3772
$337K ﹤0.01%
19,541
+3,321
3773
$336K ﹤0.01%
17,181
-2,102
3774
$335K ﹤0.01%
18,749
+4,278
3775
$334K ﹤0.01%
22,026
+87