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
2801
$3.33M ﹤0.01%
52,375
+10,300
2802
$3.33M ﹤0.01%
20,845
-2,059
2803
$3.33M ﹤0.01%
427,184
+13,736
2804
$3.33M ﹤0.01%
167,557
-7,706
2805
$3.33M ﹤0.01%
34,384
-1,261
2806
$3.33M ﹤0.01%
499,503
-75,651
2807
$3.33M ﹤0.01%
147,366
+3,859
2808
$3.32M ﹤0.01%
165,334
-49,511
2809
$3.31M ﹤0.01%
115,493
+8,786
2810
$3.31M ﹤0.01%
32,879
-15,621
2811
$3.31M ﹤0.01%
113,977
+757
2812
$3.31M ﹤0.01%
272,030
+19,991
2813
$3.3M ﹤0.01%
1,072,441
-302,306
2814
$3.28M ﹤0.01%
241,011
+46,508
2815
$3.28M ﹤0.01%
24,671
-3,390
2816
$3.28M ﹤0.01%
30,134
-46,251
2817
$3.28M ﹤0.01%
120,939
-27,020
2818
$3.27M ﹤0.01%
199,062
-14,513
2819
$3.27M ﹤0.01%
10,277
-470
2820
$3.26M ﹤0.01%
54,845
-79,650
2821
$3.25M ﹤0.01%
42,023
+38,529
2822
$3.25M ﹤0.01%
66,064
+29,388
2823
$3.22M ﹤0.01%
160,599
-9,371
2824
$3.21M ﹤0.01%
171,954
-32,674
2825
$3.21M ﹤0.01%
161,689
-147,195