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
2926
$2.69M ﹤0.01%
671,313
-276,370
2927
$2.69M ﹤0.01%
107,012
-30,139
2928
$2.68M ﹤0.01%
3,398,283
+1,728,721
2929
$2.68M ﹤0.01%
55,969
+12,669
2930
$2.66M ﹤0.01%
2,217
+829
2931
$2.66M ﹤0.01%
92,155
+49,346
2932
$2.66M ﹤0.01%
73,896
-29,658
2933
$2.65M ﹤0.01%
242,072
-232,757
2934
$2.65M ﹤0.01%
45,054
-18,821
2935
$2.65M ﹤0.01%
719,224
-56,647
2936
$2.64M ﹤0.01%
109,220
+9,781
2937
$2.64M ﹤0.01%
1,432,558
-1,105,364
2938
$2.63M ﹤0.01%
2,576,180
+27,493
2939
$2.62M ﹤0.01%
323,226
+36,409
2940
$2.62M ﹤0.01%
34,171
-9,696
2941
$2.61M ﹤0.01%
372,469
-1,484,609
2942
$2.61M ﹤0.01%
50,918
-81,425
2943
$2.6M ﹤0.01%
52,189
-220
2944
$2.6M ﹤0.01%
76,866
+38,155
2945
$2.6M ﹤0.01%
66,217
+64,962
2946
$2.6M ﹤0.01%
471,999
-100,374
2947
$2.59M ﹤0.01%
283,143
-15,987
2948
$2.59M ﹤0.01%
45,179
+11,137
2949
$2.59M ﹤0.01%
116,817
-90,099
2950
$2.59M ﹤0.01%
116,412
-361,388