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
3926
$257K ﹤0.01%
14,855
-1,404
3927
$257K ﹤0.01%
6,695
+607
3928
$257K ﹤0.01%
30,146
+29,567
3929
$257K ﹤0.01%
6,115
+365
3930
$257K ﹤0.01%
21,036
+18,803
3931
$257K ﹤0.01%
+1,836
3932
$256K ﹤0.01%
13,922
+1,266
3933
$256K ﹤0.01%
14,247
+2,354
3934
$256K ﹤0.01%
10,137
+1,390
3935
$255K ﹤0.01%
24,596
-277
3936
$255K ﹤0.01%
83,135
+22,508
3937
$255K ﹤0.01%
6,718
+5,496
3938
$254K ﹤0.01%
40,007
+39,895
3939
$254K ﹤0.01%
28,975
+26,848
3940
$253K ﹤0.01%
12,571
-3,466
3941
$252K ﹤0.01%
16,650
+8,110
3942
$252K ﹤0.01%
6,687
+2,090
3943
$252K ﹤0.01%
9,655
+1,376
3944
$249K ﹤0.01%
26,855
-508
3945
$249K ﹤0.01%
5,627
+3,695
3946
$248K ﹤0.01%
7,793
-47,045
3947
$248K ﹤0.01%
34,169
+4,371
3948
$248K ﹤0.01%
11,450
3949
$248K ﹤0.01%
16,829
3950
$248K ﹤0.01%
9,580
-40,901