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
4001
$348K ﹤0.01%
15,535
+6,356
4002
$348K ﹤0.01%
8,359
-12,014
4003
$347K ﹤0.01%
6,750
-15,434
4004
$347K ﹤0.01%
+13,451
4005
$347K ﹤0.01%
+13,589
4006
$346K ﹤0.01%
130,714
-130,888
4007
$345K ﹤0.01%
+13,702
4008
$344K ﹤0.01%
+9,991
4009
$344K ﹤0.01%
1,712
-675
4010
$342K ﹤0.01%
28,750
+5,445
4011
$342K ﹤0.01%
6,429
-142
4012
$342K ﹤0.01%
8,796
-891
4013
$342K ﹤0.01%
3,972
-150
4014
$341K ﹤0.01%
11,031
+9,881
4015
$339K ﹤0.01%
20,529
-22,880
4016
$338K ﹤0.01%
4,543
-21,891
4017
$336K ﹤0.01%
+29,937
4018
$335K ﹤0.01%
12,206
-2,787
4019
$335K ﹤0.01%
19,715
-18,372
4020
$335K ﹤0.01%
22,505
-26,708
4021
$335K ﹤0.01%
+10,887
4022
$334K ﹤0.01%
11,601
+4,707
4023
$334K ﹤0.01%
32,750
-46,116
4024
$332K ﹤0.01%
13,733
-12,581
4025
$332K ﹤0.01%
7,276