JP Morgan Chase

JP Morgan Chase 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
2526
$5.27M ﹤0.01%
+69,736
2527
$5.26M ﹤0.01%
100,000
2528
$5.25M ﹤0.01%
1,158,401
+163,363
2529
$5.23M ﹤0.01%
146,607
-169,704
2530
$5.22M ﹤0.01%
82,955
-26,713
2531
$5.22M ﹤0.01%
88,216
+29,285
2532
$5.22M ﹤0.01%
624,773
+611,888
2533
$5.21M ﹤0.01%
240,027
+238,598
2534
$5.2M ﹤0.01%
281,918
-330,585
2535
$5.2M ﹤0.01%
596,647
-267,160
2536
$5.19M ﹤0.01%
110,671
+22,937
2537
$5.18M ﹤0.01%
63,526
-40,273
2538
$5.18M ﹤0.01%
223,767
+218,771
2539
$5.15M ﹤0.01%
210,524
-24,972
2540
$5.11M ﹤0.01%
275,998
-34,570
2541
$5.1M ﹤0.01%
475,966
+69,872
2542
$5.1M ﹤0.01%
88,121
-151,212
2543
$5.1M ﹤0.01%
50,629
+1,081
2544
$5.09M ﹤0.01%
211,258
-15,525
2545
$5.08M ﹤0.01%
90,804
-42,515
2546
$5.07M ﹤0.01%
698,992
+293,325
2547
$5.07M ﹤0.01%
90,553
-38,123
2548
$5.07M ﹤0.01%
45,699
-654
2549
$5.06M ﹤0.01%
16,331
+3,542
2550
$5.06M ﹤0.01%
2,689,445
-2,767,109