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
2826
$3.2M ﹤0.01%
152,710
+36,690
2827
$3.2M ﹤0.01%
78,632
+22,904
2828
$3.2M ﹤0.01%
+182,730
2829
$3.2M ﹤0.01%
39,587
+10,006
2830
$3.19M ﹤0.01%
92,677
-8,610
2831
$3.19M ﹤0.01%
178,591
+100,519
2832
$3.18M ﹤0.01%
116,044
+10,195
2833
$3.18M ﹤0.01%
356,187
-524,302
2834
$3.17M ﹤0.01%
29,023
-1,101
2835
$3.16M ﹤0.01%
584,969
-222,003
2836
$3.16M ﹤0.01%
291,105
-543,950
2837
$3.16M ﹤0.01%
84,111
-87,111
2838
$3.16M ﹤0.01%
284,801
+101,395
2839
$3.15M ﹤0.01%
79,612
-106,644
2840
$3.15M ﹤0.01%
210,291
-87,182
2841
$3.15M ﹤0.01%
+59,608
2842
$3.15M ﹤0.01%
77,407
-22,406
2843
$3.14M ﹤0.01%
120,387
-123,608
2844
$3.13M ﹤0.01%
118,748
-99,866
2845
$3.13M ﹤0.01%
52,091
+115
2846
$3.13M ﹤0.01%
39,673
-236,269
2847
$3.12M ﹤0.01%
438,745
-52,002
2848
$3.11M ﹤0.01%
24,559
-6,409
2849
$3.09M ﹤0.01%
273,796
-129,847
2850
$3.09M ﹤0.01%
120,909
+513