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
951
$80.7M 0.01%
2,441,763
-33,039
952
$80.4M 0.01%
4,655,366
+598,755
953
$80.2M 0.01%
2,202,429
-122,514
954
$79.9M 0.01%
904,359
-167,907
955
$79.9M 0.01%
1,975,411
+719,713
956
$79.9M 0.01%
1,467,988
+243,099
957
$79.8M 0.01%
1,234,463
+645,788
958
$79.8M 0.01%
539,925
+69,646
959
$79.7M 0.01%
1,211,255
-45,198
960
$79.6M 0.01%
1,046,029
-52,092
961
$79.6M 0.01%
479,737
-29,753
962
$79.2M 0.01%
1,282,933
-262,540
963
$79.2M 0.01%
4,004,387
-39,957
964
$79.1M 0.01%
1,030,226
+205,475
965
$78.5M 0.01%
3,444,655
-544,004
966
$78.4M 0.01%
1,481,599
+212,229
967
$78.2M 0.01%
7,601,873
+1,586,970
968
$77.8M 0.01%
1,219,642
+318,909
969
$77.7M 0.01%
2,628,780
-81,234
970
$77.5M 0.01%
2,899,847
+649,410
971
$77.2M 0.01%
1,594,022
+43,939
972
$76.8M 0.01%
783,919
+358,752
973
$76.3M 0.01%
2,227,539
+1,306,881
974
$76.1M 0.01%
1,397,380
-374,042
975
$75.6M 0.01%
8,605,208
-552,805