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
3901
$268K ﹤0.01%
49,173
+47,262
3902
$267K ﹤0.01%
62,336
+3,510
3903
$267K ﹤0.01%
28,515
+4,177
3904
$266K ﹤0.01%
+5,997
3905
$266K ﹤0.01%
115,484
-64,520
3906
$265K ﹤0.01%
+4,979
3907
$265K ﹤0.01%
13,373
+3,926
3908
$265K ﹤0.01%
3,219
+936
3909
$265K ﹤0.01%
7,952
+5,886
3910
$265K ﹤0.01%
+109,801
3911
$264K ﹤0.01%
3,620
+3,431
3912
$264K ﹤0.01%
20,464
+19,831
3913
$264K ﹤0.01%
11,719
+2,034
3914
$264K ﹤0.01%
3,172
-34
3915
$263K ﹤0.01%
26,094
+4,279
3916
$262K ﹤0.01%
14,036
+7,759
3917
$262K ﹤0.01%
38,523
-156,912
3918
0
3919
$260K ﹤0.01%
26,621
-29,371
3920
$260K ﹤0.01%
10,108
+4,883
3921
$259K ﹤0.01%
15,986
-28
3922
$259K ﹤0.01%
8,674
3923
$259K ﹤0.01%
54,620
-23,449
3924
$258K ﹤0.01%
+23,039
3925
$258K ﹤0.01%
17,871
+3,689