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
2151
$7.42M ﹤0.01%
156,221
+31,535
2152
$7.41M ﹤0.01%
121,271
-2,444
2153
$7.4M ﹤0.01%
104,593
+30,401
2154
$7.38M ﹤0.01%
1,237,798
-1,204,505
2155
$7.36M ﹤0.01%
259,389
+65,863
2156
$7.36M ﹤0.01%
170,761
+89,784
2157
$7.35M ﹤0.01%
261,733
-193,016
2158
$7.35M ﹤0.01%
651,453
+266,212
2159
$7.33M ﹤0.01%
74,443
+2,188
2160
$7.32M ﹤0.01%
+127,203
2161
$7.31M ﹤0.01%
264,707
+158,574
2162
$7.31M ﹤0.01%
170,592
-10,183
2163
$7.3M ﹤0.01%
+316,492
2164
$7.26M ﹤0.01%
86,251
-4,700
2165
$7.26M ﹤0.01%
453,056
+74,797
2166
$7.26M ﹤0.01%
1,993,824
-54,724
2167
$7.25M ﹤0.01%
74,806
+19,018
2168
$7.22M ﹤0.01%
+186,172
2169
$7.21M ﹤0.01%
1,018,638
+19,842
2170
$7.21M ﹤0.01%
423,421
+230,912
2171
$7.21M ﹤0.01%
151,167
+2,361
2172
$7.2M ﹤0.01%
139,793
+9,494
2173
$7.19M ﹤0.01%
778,381
+297,275
2174
$7.18M ﹤0.01%
283,675
+92,803
2175
$7.18M ﹤0.01%
162,502
+1,314