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
4176
$159K ﹤0.01%
+6,384
4177
$159K ﹤0.01%
27,411
+20,838
4178
$159K ﹤0.01%
19,756
-21,249
4179
$159K ﹤0.01%
4,933
+1,647
4180
$159K ﹤0.01%
18,604
+314
4181
$158K ﹤0.01%
4,005
+4,004
4182
$158K ﹤0.01%
8,044
-2,357
4183
$158K ﹤0.01%
5,864
-965
4184
$157K ﹤0.01%
7,756
-757
4185
$157K ﹤0.01%
4,385
-3,720
4186
$156K ﹤0.01%
+6,238
4187
$156K ﹤0.01%
47,647
+45,791
4188
$156K ﹤0.01%
7,140
+103
4189
$156K ﹤0.01%
8,428
+1,228
4190
$156K ﹤0.01%
33,190
+4,140
4191
$155K ﹤0.01%
7,344
-9,254
4192
$155K ﹤0.01%
90,305
+83,226
4193
$155K ﹤0.01%
4,458
+1,353
4194
$154K ﹤0.01%
+3,224
4195
$154K ﹤0.01%
14,681
+1,584
4196
$154K ﹤0.01%
27,241
+21,889
4197
$154K ﹤0.01%
9,323
+9,248
4198
$153K ﹤0.01%
+4,593
4199
$153K ﹤0.01%
53,526
+2,548
4200
$153K ﹤0.01%
5,724
+424