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
4401
$131K ﹤0.01%
+6,933
4402
$131K ﹤0.01%
6,304
-2,803
4403
$130K ﹤0.01%
74,517
-115,940
4404
$130K ﹤0.01%
3,280
+536
4405
$129K ﹤0.01%
3,006
+478
4406
$129K ﹤0.01%
17,894
+2,849
4407
$129K ﹤0.01%
1,345
-35
4408
$129K ﹤0.01%
2,576
+1,153
4409
$129K ﹤0.01%
+9,649
4410
$128K ﹤0.01%
19,972
+934
4411
$128K ﹤0.01%
24,935
-185,848
4412
$128K ﹤0.01%
3,693
-2,007
4413
$128K ﹤0.01%
12,258
-16,611
4414
$127K ﹤0.01%
+12,484
4415
$127K ﹤0.01%
25,000
-35,000
4416
$127K ﹤0.01%
2,396
-313
4417
$127K ﹤0.01%
42,370
-41,041
4418
$126K ﹤0.01%
5,787
+2,587
4419
$125K ﹤0.01%
46,643
-137,263
4420
$125K ﹤0.01%
+4,989
4421
$125K ﹤0.01%
6,875
+533
4422
$124K ﹤0.01%
89,547
-92,366
4423
$124K ﹤0.01%
16,008
4424
$124K ﹤0.01%
3,842
-3,168
4425
$123K ﹤0.01%
40,496
-40,443