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
2851
$3.08M ﹤0.01%
41,819
-2,011
2852
$3.08M ﹤0.01%
102,575
-36,506
2853
$3.08M ﹤0.01%
123,004
-144,666
2854
$3.08M ﹤0.01%
80,228
+11,343
2855
$3.07M ﹤0.01%
106,442
-53,179
2856
$3.07M ﹤0.01%
281,301
-77,661
2857
$3.07M ﹤0.01%
1,018,954
-22,909
2858
$3.07M ﹤0.01%
40,066
-418
2859
$3.06M ﹤0.01%
326,097
-481,386
2860
$3.04M ﹤0.01%
165,576
-84,697
2861
$3.02M ﹤0.01%
314,104
+212,720
2862
$3.02M ﹤0.01%
231,608
-577,003
2863
$3.02M ﹤0.01%
+62,446
2864
$3.02M ﹤0.01%
+300,000
2865
$3.02M ﹤0.01%
482,721
-71,804
2866
$3.01M ﹤0.01%
108,820
-38,705
2867
$3.01M ﹤0.01%
190,677
-239,369
2868
$3.01M ﹤0.01%
131,104
-48,318
2869
$3.01M ﹤0.01%
84,987
-91,737
2870
$3M ﹤0.01%
296,930
+106,609
2871
$3M ﹤0.01%
128,493
-56,795
2872
$3M ﹤0.01%
71,821
+42,674
2873
$2.99M ﹤0.01%
122,182
-46,684
2874
$2.97M ﹤0.01%
91,710
+46,053
2875
$2.96M ﹤0.01%
133,898
-18,524