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
4526
$97.5K ﹤0.01%
1,367
-160,868
4527
$97.5K ﹤0.01%
2,635
+1,199
4528
$97.2K ﹤0.01%
3,517
-550
4529
$97K ﹤0.01%
69,261
-251,747
4530
0
4531
$96K ﹤0.01%
13,637
+1,852
4532
$95.9K ﹤0.01%
184,153
-276,512
4533
$95.8K ﹤0.01%
3,200
4534
$95.7K ﹤0.01%
3,740
4535
$95.3K ﹤0.01%
88,195
-18,737
4536
$95.2K ﹤0.01%
3,888
-710
4537
$95.1K ﹤0.01%
3,205
-443
4538
$95.1K ﹤0.01%
163,408
+10,006
4539
$95K ﹤0.01%
5,869
+603
4540
$94.9K ﹤0.01%
2,518
-2,004
4541
$94.4K ﹤0.01%
4,000
+1,865
4542
$94.1K ﹤0.01%
5,072
-2,503
4543
$93.5K ﹤0.01%
39,274
-259,932
4544
$93.2K ﹤0.01%
2,826
4545
$93K ﹤0.01%
15,194
-32,598
4546
$92.9K ﹤0.01%
41,085
-48,180
4547
$92.7K ﹤0.01%
2,080
+243
4548
$92.6K ﹤0.01%
5,500
+1,417
4549
$92.4K ﹤0.01%
7,216
-37,386
4550
$92.3K ﹤0.01%
1,943
+71