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
2351
$5.14M ﹤0.01%
55,478
+7,411
2352
$5.14M ﹤0.01%
546,652
+275,314
2353
$5.14M ﹤0.01%
226,920
+36,313
2354
$5.13M ﹤0.01%
99,370
+49,276
2355
$5.13M ﹤0.01%
161,351
-1,343
2356
$5.12M ﹤0.01%
78,570
+45,070
2357
$5.11M ﹤0.01%
65,568
+54,075
2358
$5.11M ﹤0.01%
192,806
-45,424
2359
$5.11M ﹤0.01%
191,821
-174,861
2360
$5.11M ﹤0.01%
1,058,004
+347,842
2361
$5.1M ﹤0.01%
287,778
+219,501
2362
$5.07M ﹤0.01%
54,324
+438
2363
$5.05M ﹤0.01%
126,192
+17,392
2364
$5.05M ﹤0.01%
9,939
-714
2365
$5.04M ﹤0.01%
480,962
-2,194
2366
$5.03M ﹤0.01%
+480,000
2367
$5.02M ﹤0.01%
136,982
+130,054
2368
$5.02M ﹤0.01%
773,006
2369
$5.02M ﹤0.01%
433,177
-25,350
2370
$5.01M ﹤0.01%
100,000
2371
$5M ﹤0.01%
115,319
+10,140
2372
$4.99M ﹤0.01%
802,629
+22,669
2373
$4.99M ﹤0.01%
1,136,208
+398,303
2374
$4.98M ﹤0.01%
290,361
-52,069
2375
$4.97M ﹤0.01%
324,404
+86,792