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
2601
$4.64M ﹤0.01%
402,504
+381,244
2602
$4.64M ﹤0.01%
188,801
-78,442
2603
$4.63M ﹤0.01%
+103,581
2604
$4.63M ﹤0.01%
144,958
-73
2605
$4.63M ﹤0.01%
125,963
+125,922
2606
$4.62M ﹤0.01%
59,241
+7,950
2607
$4.62M ﹤0.01%
75,680
-48,571
2608
$4.61M ﹤0.01%
118,951
-24,038
2609
$4.6M ﹤0.01%
371,965
-15,385
2610
$4.6M ﹤0.01%
150,863
-116,114
2611
$4.55M ﹤0.01%
391,274
+97,783
2612
$4.54M ﹤0.01%
104,579
+10,324
2613
$4.52M ﹤0.01%
234,698
-33,679
2614
$4.52M ﹤0.01%
+197,519
2615
$4.52M ﹤0.01%
89,729
-29,468
2616
$4.52M ﹤0.01%
+20,000
2617
$4.51M ﹤0.01%
213,498
-12,324
2618
$4.5M ﹤0.01%
50,919
-11,817
2619
$4.5M ﹤0.01%
+96,600
2620
$4.48M ﹤0.01%
81,443
-94,623
2621
$4.48M ﹤0.01%
233,765
-158,821
2622
$4.47M ﹤0.01%
189,115
+52,042
2623
$4.46M ﹤0.01%
176,036
+75,627
2624
$4.46M ﹤0.01%
+400,000
2625
$4.44M ﹤0.01%
453,906
-273,190