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
4751
$25.1K ﹤0.01%
+960
4752
$25.1K ﹤0.01%
2,182
+673
4753
$25.1K ﹤0.01%
+1,090
4754
$24.8K ﹤0.01%
+812
4755
$24.8K ﹤0.01%
1,294
-982
4756
$24.5K ﹤0.01%
+3,567
4757
$24.5K ﹤0.01%
1,031
-290
4758
$24.1K ﹤0.01%
4,271
-120,253
4759
$23.9K ﹤0.01%
+1,473
4760
$23.8K ﹤0.01%
+500
4761
$23.8K ﹤0.01%
+3,404
4762
$23.8K ﹤0.01%
383
+213
4763
$23.8K ﹤0.01%
1,000
4764
$23.7K ﹤0.01%
+3,647
4765
$23.7K ﹤0.01%
+724
4766
$23.6K ﹤0.01%
2,000
+616
4767
$23.6K ﹤0.01%
3,000
-133,673
4768
$23.5K ﹤0.01%
1,200
-150
4769
$23.5K ﹤0.01%
16,914
-21,007
4770
$23.4K ﹤0.01%
670
4771
$23.3K ﹤0.01%
46,147
-967
4772
$23.3K ﹤0.01%
939
-163,681
4773
$23.2K ﹤0.01%
3,968
-28,870
4774
$23.1K ﹤0.01%
+1,736
4775
$23K ﹤0.01%
15,137
-7,210