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
2276
$5.82M ﹤0.01%
860,437
+408,861
2277
$5.82M ﹤0.01%
19,717
+4,576
2278
$5.81M ﹤0.01%
62,402
+11,296
2279
$5.81M ﹤0.01%
115,264
-39,087
2280
$5.8M ﹤0.01%
88,216
+25,968
2281
$5.8M ﹤0.01%
+133,387
2282
$5.8M ﹤0.01%
496,644
-102,903
2283
$5.79M ﹤0.01%
351,083
+106,762
2284
$5.78M ﹤0.01%
176,476
+36,588
2285
$5.76M ﹤0.01%
675,490
+82,302
2286
$5.75M ﹤0.01%
219,943
+23,338
2287
$5.74M ﹤0.01%
307,040
+54,796
2288
$5.74M ﹤0.01%
133,949
+13,361
2289
$5.73M ﹤0.01%
233,519
+107,164
2290
$5.72M ﹤0.01%
138,652
+21,728
2291
$5.71M ﹤0.01%
45,895
+1,294
2292
$5.69M ﹤0.01%
120,202
-93,834
2293
$5.68M ﹤0.01%
379,613
+46,318
2294
$5.68M ﹤0.01%
241,986
-52,340
2295
$5.68M ﹤0.01%
230,700
+230,605
2296
$5.65M ﹤0.01%
718,255
-706,243
2297
$5.64M ﹤0.01%
157,206
+106,814
2298
$5.64M ﹤0.01%
+544,180
2299
$5.64M ﹤0.01%
838,840
+296,402
2300
$5.63M ﹤0.01%
37,651
-39,042