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
2551
$5.05M ﹤0.01%
192,221
+71,901
2552
$5.03M ﹤0.01%
61,198
-62,788
2553
$5.02M ﹤0.01%
350,605
+148,971
2554
$5.02M ﹤0.01%
69,427
-18,074
2555
$5.02M ﹤0.01%
188,366
+61,623
2556
$5.02M ﹤0.01%
+200,000
2557
$5.01M ﹤0.01%
64,002
+60,693
2558
$5M ﹤0.01%
521,423
-160,002
2559
$4.99M ﹤0.01%
100,000
2560
$4.99M ﹤0.01%
29,294
-407
2561
$4.97M ﹤0.01%
232,933
-131,671
2562
$4.96M ﹤0.01%
+200,000
2563
$4.96M ﹤0.01%
472,364
-6,986,044
2564
$4.95M ﹤0.01%
90,181
-340
2565
$4.94M ﹤0.01%
13,806
+3,550
2566
$4.94M ﹤0.01%
97,733
-101,282
2567
$4.93M ﹤0.01%
486,374
-205,994
2568
$4.91M ﹤0.01%
59,256
+38,967
2569
$4.9M ﹤0.01%
164,776
-19,258
2570
$4.9M ﹤0.01%
96,700
-45,630
2571
$4.89M ﹤0.01%
556,574
+478,000
2572
$4.88M ﹤0.01%
156,128
+8,873
2573
$4.87M ﹤0.01%
549,108
+123,864
2574
$4.84M ﹤0.01%
201,891
+111,449
2575
$4.83M ﹤0.01%
191,183
+183,903