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
4826
$16.8K ﹤0.01%
13,995
+13,543
4827
$16.7K ﹤0.01%
+834
4828
$16.5K ﹤0.01%
3,141
-17,338
4829
$16.4K ﹤0.01%
234
-1,285
4830
$16.4K ﹤0.01%
250
+130
4831
$16.4K ﹤0.01%
+1,523
4832
$16.4K ﹤0.01%
200
+91
4833
$16.4K ﹤0.01%
1,705
+705
4834
$16.2K ﹤0.01%
900
4835
$16.1K ﹤0.01%
+3,082
4836
$16.1K ﹤0.01%
1,518
+39
4837
$16.1K ﹤0.01%
686
+199
4838
$16K ﹤0.01%
6,268
-8,831
4839
$16K ﹤0.01%
1,398
-6,177
4840
$15.9K ﹤0.01%
+2,520
4841
$15.9K ﹤0.01%
+1,092
4842
$15.9K ﹤0.01%
1,412
-3,988
4843
$15.9K ﹤0.01%
800
-14,191
4844
$15.8K ﹤0.01%
579
+46
4845
$15.8K ﹤0.01%
721
-1,474
4846
$15.7K ﹤0.01%
346
-13,830
4847
$15.6K ﹤0.01%
5,352
-5,012
4848
$15.5K ﹤0.01%
+218
4849
$15.4K ﹤0.01%
444
4850
$15.4K ﹤0.01%
2,786
-4,210