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
2726
$3.78M ﹤0.01%
186,423
-34,541
2727
$3.78M ﹤0.01%
1,888,208
+21,399
2728
$3.77M ﹤0.01%
359,494
-95,153
2729
$3.77M ﹤0.01%
237,241
-32,873
2730
$3.76M ﹤0.01%
184,790
+1,795
2731
$3.75M ﹤0.01%
24,515
+2,316
2732
$3.73M ﹤0.01%
85,287
-4,952
2733
$3.72M ﹤0.01%
388,443
-92,409
2734
$3.7M ﹤0.01%
117,254
-40,724
2735
$3.69M ﹤0.01%
72,095
+38,547
2736
$3.69M ﹤0.01%
70,975
+4,449
2737
$3.67M ﹤0.01%
400,999
+174,671
2738
$3.66M ﹤0.01%
232,197
+98,158
2739
$3.65M ﹤0.01%
135,308
-56,295
2740
$3.65M ﹤0.01%
71,369
+23,605
2741
$3.65M ﹤0.01%
273,015
-125,306
2742
$3.65M ﹤0.01%
257,320
+49,340
2743
$3.63M ﹤0.01%
60,430
2744
$3.63M ﹤0.01%
249,468
-78,836
2745
$3.63M ﹤0.01%
40,482
+878
2746
$3.63M ﹤0.01%
72,227
+46,998
2747
$3.62M ﹤0.01%
584,537
-94,954
2748
$3.62M ﹤0.01%
125,515
-7,087
2749
$3.62M ﹤0.01%
97,077
-61,022
2750
$3.61M ﹤0.01%
61,654
+61,293