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
4151
$243K ﹤0.01%
16,820
-7,655
4152
$243K ﹤0.01%
6,390
+6,243
4153
$243K ﹤0.01%
6,762
+325
4154
$242K ﹤0.01%
6,270
-3,023
4155
$242K ﹤0.01%
22,623
+2,762
4156
$241K ﹤0.01%
9,177
-23,364
4157
$240K ﹤0.01%
25,374
+1,456
4158
$240K ﹤0.01%
55,290
+4,388
4159
$240K ﹤0.01%
28,467
-103,955
4160
$239K ﹤0.01%
430,000
+10
4161
$239K ﹤0.01%
8,348
-4,053
4162
$238K ﹤0.01%
7,578
+6,921
4163
$237K ﹤0.01%
75,848
-1,452,131
4164
$236K ﹤0.01%
14,905
-12,761
4165
$235K ﹤0.01%
3,370
+232
4166
$235K ﹤0.01%
13,131
-212,765
4167
$233K ﹤0.01%
13,314
-2,416
4168
$233K ﹤0.01%
9,174
-5,984
4169
$232K ﹤0.01%
22,127
-28,464
4170
$231K ﹤0.01%
149,273
-880,209
4171
$231K ﹤0.01%
+7,509
4172
$231K ﹤0.01%
20,861
-419
4173
$231K ﹤0.01%
6,440
+74
4174
$230K ﹤0.01%
12,234
+1,675
4175
$230K ﹤0.01%
16,097
-15,814