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
701
$161M 0.01%
1,073,887
-69,297
702
$161M 0.01%
767,493
+290,269
703
$160M 0.01%
754,596
-682,785
704
$159M 0.01%
1,009,769
+47,098
705
$158M 0.01%
1,822,103
+88,854
706
$158M 0.01%
2,474,825
+87,336
707
$156M 0.01%
5,566,702
+490,361
708
$155M 0.01%
7,057,757
-70,465
709
$154M 0.01%
2,645,132
+2,231,290
710
$153M 0.01%
540,482
+94,533
711
$153M 0.01%
332,782
-356,432
712
$151M 0.01%
246,115
-20,671
713
$151M 0.01%
3,856,451
+595,759
714
$151M 0.01%
574,441
+64,146
715
$151M 0.01%
746,875
+94,037
716
$150M 0.01%
617,715
+119,964
717
$149M 0.01%
3,164,283
+463,882
718
$149M 0.01%
863,269
-43,776
719
$148M 0.01%
4,347,247
+1,625,768
720
$148M 0.01%
5,947,950
+4,096,733
721
$147M 0.01%
999,510
+325,046
722
$147M 0.01%
2,811,691
-350,875
723
$147M 0.01%
261,561
-7,281
724
$147M 0.01%
655,176
-153,497
725
$146M 0.01%
2,548,672
+60,112