JP Morgan Chase & Co

JP Morgan Chase & Co 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
$1.31T
AUM Growth
+$48.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,769
New
Increased
Reduced
Closed

Top Buys

1 +$4.91B
2 +$3.85B
3 +$3.75B
4
AAPL icon
Apple
AAPL
+$3.5B
5
AMZN icon
Amazon
AMZN
+$3.3B

Top Sells

1 +$1.42B
2 +$1.19B
3 +$1.05B
4
CSX icon
CSX Corp
CSX
+$908M
5
PYPL icon
PayPal
PYPL
+$903M

Sector Composition

1 Technology 21.9%
2 Financials 10.95%
3 Consumer Discretionary 10.24%
4 Healthcare 9.4%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
$455K ﹤0.01%
8,093
+143
3877
$453K ﹤0.01%
18,161
+17,673
3878
$452K ﹤0.01%
12,892
-103,213
3879
$451K ﹤0.01%
54,319
+6,069
3880
$451K ﹤0.01%
13,192
+400
3881
$450K ﹤0.01%
75,144
+13,684
3882
$450K ﹤0.01%
12,012
-1,858
3883
$449K ﹤0.01%
+8,850
3884
$448K ﹤0.01%
+44,500
3885
$444K ﹤0.01%
12,041
-5,034
3886
$443K ﹤0.01%
+21,652
3887
$441K ﹤0.01%
8,418
-2,088
3888
$441K ﹤0.01%
161,424
+1,246
3889
$440K ﹤0.01%
10,053
+201
3890
$439K ﹤0.01%
61,881
+61,816
3891
$439K ﹤0.01%
+34,807
3892
$438K ﹤0.01%
9,441
+1,039
3893
$437K ﹤0.01%
10,931
+3,772
3894
$436K ﹤0.01%
25,921
-70,178
3895
$435K ﹤0.01%
+43,417
3896
$435K ﹤0.01%
330,146
+230,366
3897
$435K ﹤0.01%
185,093
-36,446
3898
$435K ﹤0.01%
11,479
+1,786
3899
$434K ﹤0.01%
126,106
-102,547
3900
$432K ﹤0.01%
3,081
-9,157