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
2951
$2.59M ﹤0.01%
87,166
-28,186
2952
$2.58M ﹤0.01%
363,987
-54,984
2953
$2.57M ﹤0.01%
154,230
-10,553
2954
$2.57M ﹤0.01%
86,323
+56,451
2955
$2.57M ﹤0.01%
195,037
-79,703
2956
$2.57M ﹤0.01%
102,775
-103,963
2957
$2.57M ﹤0.01%
248,906
2958
$2.56M ﹤0.01%
188,403
-34,580
2959
$2.56M ﹤0.01%
128,364
-176,659
2960
$2.55M ﹤0.01%
52,239
+619
2961
$2.55M ﹤0.01%
213,312
+73,795
2962
$2.55M ﹤0.01%
137,325
-79,717
2963
$2.54M ﹤0.01%
91,781
-101,290
2964
$2.53M ﹤0.01%
59,744
-135,240
2965
$2.52M ﹤0.01%
119,689
-6,095
2966
$2.52M ﹤0.01%
57,543
-51,375
2967
$2.51M ﹤0.01%
79,677
-67,856
2968
$2.51M ﹤0.01%
12,446
+873
2969
$2.51M ﹤0.01%
+248,700
2970
$2.51M ﹤0.01%
416,738
-362,357
2971
$2.51M ﹤0.01%
21,249
+2,159
2972
$2.5M ﹤0.01%
1,702,633
+628,127
2973
$2.5M ﹤0.01%
4,845
+471
2974
$2.5M ﹤0.01%
14,702
-835
2975
$2.5M ﹤0.01%
84,302
+83,062