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
4301
$165K ﹤0.01%
17,425
+745
4302
$165K ﹤0.01%
2,841
-6,868
4303
$164K ﹤0.01%
4,549
-35,109
4304
$164K ﹤0.01%
4,912
+1,896
4305
$164K ﹤0.01%
+4,934
4306
$163K ﹤0.01%
2,772
+2,771
4307
$163K ﹤0.01%
48,830
-9,687
4308
$162K ﹤0.01%
17,139
+16,941
4309
$161K ﹤0.01%
1,772
-8,318
4310
$161K ﹤0.01%
+71,058
4311
$161K ﹤0.01%
6,120
-14,641
4312
$160K ﹤0.01%
4,824
-7,505
4313
$159K ﹤0.01%
4,139
+2,526
4314
$159K ﹤0.01%
4,168
+3,923
4315
$159K ﹤0.01%
77,529
+12,389
4316
$159K ﹤0.01%
+8,083
4317
$159K ﹤0.01%
+3,671
4318
$158K ﹤0.01%
+6,429
4319
$158K ﹤0.01%
27,544
+2,150
4320
$158K ﹤0.01%
10,034
+9,999
4321
$158K ﹤0.01%
7,500
4322
$158K ﹤0.01%
15,619
+936
4323
$158K ﹤0.01%
17,415
-223,605
4324
$158K ﹤0.01%
145,927
+5,468
4325
$157K ﹤0.01%
25,079
-30,144