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
4376
$105K ﹤0.01%
107,617
+7,049
4377
$105K ﹤0.01%
4,284
-4,880
4378
$105K ﹤0.01%
6,366
+880
4379
$104K ﹤0.01%
8,708
-8,791
4380
$104K ﹤0.01%
+9,967
4381
$104K ﹤0.01%
13,700
-1,100
4382
$104K ﹤0.01%
8,787
+8,542
4383
$104K ﹤0.01%
6,983
+503
4384
$103K ﹤0.01%
5,200
+200
4385
$103K ﹤0.01%
1,787
+1,663
4386
$103K ﹤0.01%
1,365
+59
4387
$103K ﹤0.01%
1,713
-56,310
4388
$103K ﹤0.01%
+8,344
4389
$102K ﹤0.01%
1,865
+450
4390
$102K ﹤0.01%
4,000
+3,437
4391
0
4392
$102K ﹤0.01%
5,885
+5,849
4393
$102K ﹤0.01%
67,944
+36,406
4394
$102K ﹤0.01%
604
4395
$102K ﹤0.01%
+3,085
4396
$102K ﹤0.01%
27,113
+20,938
4397
$101K ﹤0.01%
9,927
+1,669
4398
$101K ﹤0.01%
4,792
-2,897
4399
$101K ﹤0.01%
57,435
+55,686
4400
$101K ﹤0.01%
10,944
-2,856