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
2651
$4.24M ﹤0.01%
557,258
-135,848
2652
$4.23M ﹤0.01%
137,106
+20,866
2653
$4.23M ﹤0.01%
144,023
+13,477
2654
$4.22M ﹤0.01%
64,835
-2,030
2655
$4.21M ﹤0.01%
27,776
-36,706
2656
$4.2M ﹤0.01%
531,208
+350,854
2657
$4.19M ﹤0.01%
119,386
+18,800
2658
$4.19M ﹤0.01%
87,698
+8,775
2659
$4.19M ﹤0.01%
28,069
-32,488
2660
$4.18M ﹤0.01%
53,464
-6,522
2661
$4.18M ﹤0.01%
124,883
+7,109
2662
$4.18M ﹤0.01%
99,086
+95,855
2663
$4.18M ﹤0.01%
69,216
-194,852
2664
$4.17M ﹤0.01%
60,390
+38,121
2665
$4.17M ﹤0.01%
619,538
-29,072
2666
$4.17M ﹤0.01%
287,369
-310,679
2667
$4.16M ﹤0.01%
132,315
+14,823
2668
$4.16M ﹤0.01%
279,422
+195,596
2669
$4.15M ﹤0.01%
2,185,480
+1,913,152
2670
$4.15M ﹤0.01%
2,501,332
+926,361
2671
$4.15M ﹤0.01%
680,818
+621,049
2672
$4.13M ﹤0.01%
95,916
-50,708
2673
$4.11M ﹤0.01%
141,295
+3,069
2674
$4.11M ﹤0.01%
84,774
+2,353
2675
$4.11M ﹤0.01%
162,803
+128,406