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
4676
$70.7K ﹤0.01%
18,903
+1,301
4677
$70.6K ﹤0.01%
+2,793
4678
$70.3K ﹤0.01%
26,930
+1,855
4679
$70.2K ﹤0.01%
4,525
+957
4680
$70.1K ﹤0.01%
12,898
-22,485
4681
$70K ﹤0.01%
5,602
+361
4682
$69.8K ﹤0.01%
23,815
+802
4683
$69.6K ﹤0.01%
48,016
-159,135
4684
$69.2K ﹤0.01%
57,651
+12,794
4685
0
4686
$68.8K ﹤0.01%
39,106
-95,716
4687
$68.4K ﹤0.01%
1,191
-32
4688
$68.3K ﹤0.01%
+2,357
4689
$68.1K ﹤0.01%
901
-2,916
4690
$68.1K ﹤0.01%
1,987
+1,706
4691
$68K ﹤0.01%
1,951
-33
4692
$67.5K ﹤0.01%
26,265
-192,380
4693
$67.4K ﹤0.01%
+2,905
4694
$66.9K ﹤0.01%
105,294
-706,336
4695
$66.9K ﹤0.01%
25,740
-32,792
4696
$66.8K ﹤0.01%
+1,400
4697
$66.6K ﹤0.01%
4,645
+568
4698
$66.2K ﹤0.01%
12,273
-9,656
4699
$65.6K ﹤0.01%
+2,430
4700
$65.6K ﹤0.01%
16,196
-11,190