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
4701
$33K ﹤0.01%
11,826
-11,373
4702
$32.9K ﹤0.01%
4,988
-649
4703
$32.8K ﹤0.01%
450
4704
$32.8K ﹤0.01%
+2,281
4705
$32.6K ﹤0.01%
2,982
+2,966
4706
$32.5K ﹤0.01%
+2,977
4707
$32.1K ﹤0.01%
644
+543
4708
$32.1K ﹤0.01%
1,227
+1,111
4709
$32K ﹤0.01%
541
-136
4710
$31.5K ﹤0.01%
890
-4,712
4711
$31.2K ﹤0.01%
687
+109
4712
$31.2K ﹤0.01%
1,246
-8,584
4713
$31.1K ﹤0.01%
3,673
-26
4714
$30.8K ﹤0.01%
672
-37
4715
$30.8K ﹤0.01%
4,285
-1,905
4716
$30.7K ﹤0.01%
3,021
4717
0
4718
$30.5K ﹤0.01%
7,701
-6,064
4719
$30.4K ﹤0.01%
150
4720
$30.3K ﹤0.01%
14,073
+9,683
4721
$30K ﹤0.01%
2,341
-2
4722
$29.9K ﹤0.01%
868
+248
4723
$29.6K ﹤0.01%
971
+13
4724
$29.4K ﹤0.01%
4,356
-2,535
4725
$29.3K ﹤0.01%
6
+1