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
4876
$38.7K ﹤0.01%
+10,621
4877
$38.4K ﹤0.01%
454
-2,524
4878
$38.4K ﹤0.01%
43,251
+92
4879
$38.1K ﹤0.01%
1,659
+1,382
4880
$37.7K ﹤0.01%
346
-1,078
4881
$37.1K ﹤0.01%
2,273
+232
4882
0
4883
$36.9K ﹤0.01%
+1,224
4884
$36.9K ﹤0.01%
25,288
+168
4885
$36.9K ﹤0.01%
+1,633
4886
$36.8K ﹤0.01%
20,230
+1,546
4887
$36.7K ﹤0.01%
450
4888
$36.5K ﹤0.01%
20,996
-99,720
4889
$36.4K ﹤0.01%
899
-113
4890
$36.1K ﹤0.01%
1,603
+802
4891
$36.1K ﹤0.01%
5,167
-23,259
4892
$36.1K ﹤0.01%
1,044
+1,000
4893
$35.8K ﹤0.01%
7,002
+457
4894
$35.8K ﹤0.01%
750
4895
$35.6K ﹤0.01%
+634
4896
$35.4K ﹤0.01%
5,927
+2,027
4897
$35.4K ﹤0.01%
1,473
-6,563
4898
$35.3K ﹤0.01%
819
+16
4899
$35K ﹤0.01%
1,055
+1,006
4900
$34.9K ﹤0.01%
10,495
-42,787