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
2676
$4.1M ﹤0.01%
370,959
+349,845
2677
$4.08M ﹤0.01%
159,795
-53,989
2678
$4.08M ﹤0.01%
583,990
+445
2679
$4.07M ﹤0.01%
166,469
+119,706
2680
$4.07M ﹤0.01%
771,988
+72,233
2681
$4.07M ﹤0.01%
610,089
+94,561
2682
$4.06M ﹤0.01%
145,471
-56,307
2683
$4.05M ﹤0.01%
72,329
-7,374
2684
$4.03M ﹤0.01%
406,256
-77,145
2685
$4.02M ﹤0.01%
298,550
-5,784
2686
$4.01M ﹤0.01%
90,483
-99,942
2687
$4M ﹤0.01%
71,455
+9,355
2688
$4M ﹤0.01%
21,696
+19,033
2689
$4M ﹤0.01%
179,671
-4,004
2690
$3.99M ﹤0.01%
271,233
+47,685
2691
$3.98M ﹤0.01%
75,572
+2,077
2692
$3.98M ﹤0.01%
77,635
-34,979
2693
$3.97M ﹤0.01%
34,074
+9,333
2694
$3.96M ﹤0.01%
510,204
-1,285,763
2695
$3.96M ﹤0.01%
204,051
-45,184
2696
$3.95M ﹤0.01%
640,238
-213,014
2697
$3.94M ﹤0.01%
319,832
-51,058
2698
$3.93M ﹤0.01%
290,388
-587,514
2699
$3.92M ﹤0.01%
45,292
-14,469
2700
$3.91M ﹤0.01%
2,372,325
-127,084