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
4051
$199K ﹤0.01%
13,167
-38,183
4052
$199K ﹤0.01%
38,080
-1,347
4053
$199K ﹤0.01%
2,823
+1,627
4054
$199K ﹤0.01%
9,668
+1,182
4055
$199K ﹤0.01%
24,611
+23,397
4056
$198K ﹤0.01%
16,619
+3,684
4057
$198K ﹤0.01%
3,220
4058
$198K ﹤0.01%
27,037
+2,322
4059
$198K ﹤0.01%
10,964
-1,362
4060
$197K ﹤0.01%
+8,934
4061
$196K ﹤0.01%
80,362
-196,647
4062
$196K ﹤0.01%
30,583
+30,295
4063
$196K ﹤0.01%
35,171
-170,776
4064
$195K ﹤0.01%
12,311
+2,396
4065
$195K ﹤0.01%
105,556
-65,614
4066
$195K ﹤0.01%
38,631
-289
4067
$195K ﹤0.01%
7,611
+7,607
4068
$194K ﹤0.01%
11,950
-54
4069
$194K ﹤0.01%
45,461
-771,938
4070
$194K ﹤0.01%
62,005
-609,852
4071
$193K ﹤0.01%
9,558
-4,301
4072
$193K ﹤0.01%
53,851
-120,271
4073
$193K ﹤0.01%
115,388
+8,205
4074
$192K ﹤0.01%
46,130
+3,206
4075
$192K ﹤0.01%
7,495
-5,082