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
2326
$5.39M ﹤0.01%
1,677,923
+1,347,019
2327
$5.38M ﹤0.01%
194,001
-91,489
2328
$5.36M ﹤0.01%
4,965,363
+2,589,577
2329
$5.32M ﹤0.01%
295,968
+243,593
2330
$5.32M ﹤0.01%
126,028
+29,004
2331
$5.32M ﹤0.01%
502,451
-10,771
2332
$5.31M ﹤0.01%
821,765
+751,118
2333
$5.29M ﹤0.01%
42,817
+40,125
2334
$5.29M ﹤0.01%
394,416
+174,327
2335
$5.28M ﹤0.01%
563,647
+99,796
2336
$5.27M ﹤0.01%
349,797
-17,017
2337
$5.27M ﹤0.01%
2,115,873
-33,653
2338
$5.26M ﹤0.01%
158,433
-15,902
2339
$5.24M ﹤0.01%
203,816
+39,642
2340
$5.23M ﹤0.01%
1,045,145
-388,502
2341
$5.22M ﹤0.01%
108,257
-2,455
2342
$5.22M ﹤0.01%
130,786
+107,861
2343
$5.2M ﹤0.01%
2,395,021
+1,129,821
2344
$5.19M ﹤0.01%
458,865
+53,442
2345
$5.19M ﹤0.01%
165,457
+24,028
2346
$5.19M ﹤0.01%
129,430
+45,533
2347
$5.18M ﹤0.01%
362,000
+26,794
2348
$5.17M ﹤0.01%
529,767
+154,378
2349
$5.15M ﹤0.01%
93,989
+40,589
2350
$5.15M ﹤0.01%
66,307
-6,810